New
- Deal builder. Build a customer's deal on the opportunity's Deal Builder tab, with the vehicle, finance, accessories, add-ons and settlement in one place.
Sales Showroom · Workspace - Send deals to customers. Send a customer a link to their deal by text or email, straight from the deal builder.
Sales Showroom · Workspace, Customer portal - Settlement figures from customers. Customers can enter the settlement amount from their lender and how long it's valid for, or tell you they don't need one.
Finance Retention · Customer portal
Improved
- Change history on more records. Customers, opportunities, accessories, add-ons, targets and finance terms now show a timeline of changes, as vehicles already did.
All products · Workspace - Accessories that fit. Deals now offer only the accessories that suit the selected vehicle's model.
Sales Showroom · Workspace, Customer portal - More contract lengths and mileages. Finance quotes now cover annual mileages from 8,000 to 25,000 and more contract lengths between 12 and 61 months.
Finance Point of Sale · Customer portal, Workspace - Export what you see. Exports now contain just the records that match your current search.
All products · Workspace - Customer vehicle values. A customer's current vehicle now takes its estimated value from the part-exchange valuation, or the retail valuation when there isn't one.
Part Exchange · Workspace - Clearer messages for old links. Customers who follow a link to something that's since been removed now see what's no longer available.
Sales Showroom · Customer portal