New
- Sales assistant reminders. Customers who leave the sales assistant part-way get a reminder with a link back to where they left off.
Sales Showroom · Customer portal - Payment tolerance on campaigns. Set a maximum payment tolerance on a campaign or automated campaign to limit the deals it matches.
Sales Showroom · Workspace
Improved
- Callback requests in the chat. Customers can ask for a call back from the sales assistant chat, leaving their phone number for your team.
Sales Showroom · Customer portal, Workspace - Existing deal beside the opportunity. See the customer's current agreement and equity in a sidebar while you build their new deal, and open the full agreement from there.
Finance Retention · Workspace - Better vehicle matches. Matches now sort by overall score by default, and favour payments close to what the customer pays today.
Sales Showroom · Workspace - Finance applications from the deal. Customers can go straight from their chosen deal to completing a finance application.
Sales Showroom · Customer portal - Accessories and add-ons in the price. Finance quotes now include the customer's accessories and add-ons in the on-the-road price.
Sales Showroom · Workspace, Customer portal - Branded customer emails. Identity check and sales assistant reminder emails now show your organisation's logo.
All products · Workspace
Fixed
- Automated campaign schedules now run and display in your workspace's time zone.
Sales Showroom · Workspace - Build-to-order filters on automated campaigns are now kept when you update the campaign.
Sales Showroom · Workspace