New
- Retailer discount. Add a discount under the base price on an offer, and the finance figures recalculate to match.
Sales Showroom · Workspace
Improved
- Email preview. See a preview of your email as you write it in Contact customer.
Sales Showroom · Workspace - Assigned user on handovers. See and change who's assigned to a handed-over opportunity from its overview.
Finance Retention · Workspace - Payments left filter. Filter opportunities by how many finance payments the customer has left.
Sales Showroom, Finance Retention · Workspace - Organisation images. Add an image to each organisation in your workspace, shown on its emails.
All products · Workspace - More email templates. Customise more of the emails Twilltac sends, including sales session reminders and journey invites.
Sales Showroom · Workspace - More dashboard records. Build dashboard tiles from customers, vehicles to buy, compliance customers and part exchanges.
Sales Showroom · Workspace
Fixed
- Create offer from vehicle matches now opens the deal builder.
Sales Showroom · Workspace
For enterprise
- Invite retailers. Invite a retailer by email to create a workspace in your group, choosing the products it includes.
- Workspaces. See every workspace in your group, with its status and when it was created.
- Products. Choose the Twilltac products your group offers.
- Your groups. See the groups you belong to in your Twilltac account, and leave one when you need to.
For partners
- Document added webhook. Get a webhook when a document is added to a compliance offer.
Events and webhooks