Improved
- Compliance journey builder. Build your journey in sections, each with its own questions and recommendations, then activate it when it's ready.
Compliance Journeys · Workspace - Compliance documents. Upload your initial disclosure document and a document for each section, and show them on a documents step in the journey.
Compliance Journeys · Workspace - Email templates. Create a template for each kind of email, fill in its content, or edit the full design yourself.
Sales Showroom · Workspace - Workspace branding. Your logo and colours, set once in Settings, now appear on offer emails and team invite emails.
All products · Workspace - Choose a template when sending to a customer. Pick one of your email templates when you send an opportunity to your customer.
Sales Showroom · Workspace - Campaign template rules. Send different email templates to different opportunities in a campaign, based on filters you choose.
Sales Showroom · Workspace - Settlement on handover. Record the customer's settlement on the handover form.
Compliance Journeys · Workspace - More vehicles on offers. Customers can browse other vehicles from their offer page and build a deal on one they like.
Sales Showroom · Customer portal
Fixed
- Automated campaigns now show their saved schedule and email template when you come back to edit them.
Sales Showroom · Workspace - PIN codes can now be submitted with the Enter key.
Compliance Journeys · Workspace
For partners
- Workspaces using your app. See which workspaces have added your app on a new tab of its details page.
Marketplace