New
- Compliance journeys. Send a customer a compliance journey from their opportunity, where they answer finance and add-on questions and download their compliance pack.
Compliance Journeys · Workspace, Customer portal - Initial disclosure document. Upload your initial disclosure document in compliance settings, and it's attached to the compliance email your customer receives.
Compliance Journeys · Workspace
Improved
- Opportunity imports and exports. Import and export opportunities straight from the opportunities search.
Sales Showroom · Workspace - Campaign builder. Building a campaign is clearer, with prompts to add customers and vehicles before you start matching.
Sales Showroom · Workspace - Redesigned navigation. A new side menu shows each area's pages next to the main menu, and remembers whether you left it open.
All products · Workspace