New
- Part exchanges list. Search all your part exchanges in one place from the main menu, and open any one to see its details.
Part Exchange · Workspace
Improved
- AI custom fields on existing records. Choose to run a custom field's AI prompt across the records you already have, not just new ones.
All products · Workspace - Customer details on opportunities. Update the customer's personal details, such as their mobile number, without leaving the opportunity.
Sales Showroom · Workspace - Handover tab. See an opportunity's handover details on their own tab, separate from the rest of the compliance journey.
Compliance Journeys · Workspace - Edit part exchange and settlement in deals. Change the part exchange or settlement straight from the deal and offer builders.
Part Exchange · Workspace - Unsaved changes reminder. Get a prompt to save before you leave a deal, an offer or a saved search you've changed.
Sales Showroom · Workspace - Offer emails. Emails that send several offers to a customer now show each offer in its own card with one clear price summary.
Sales Showroom · Workspace
Fixed
- Compliance journeys on opportunities now scroll to the right question as you work through them.
Compliance Journeys · Workspace - Discarding a deal or offer now returns it to how it was before your changes.
Sales Showroom · Workspace
For partners
- OpenAPI spec for capabilities. Open a capability to read its OpenAPI spec, and download it as JSON.
Capabilities - OAuth clients. Add, edit and remove your app's OAuth clients from its overview page.
App setup - Consent screen. Workspace users now see your app's details and the workspace access it asks for when they approve it.
App setup