New
- Bulk agent assignment. Select several opportunities or handed-over customers in a search and assign or unassign a sales agent in one go.
Sales Showroom · Workspace - Shared saved searches. Make a saved search visible to everyone in your workspace, listed separately from the searches only you can see.
All products · Workspace - Deceased customer notice. Customer, opportunity and handed-over pages show a notice when a customer has been reported as having passed away, so your team can respond with care.
Sales Showroom · Workspace
Improved
- Adding partner apps. Choose the apps you want for your workspace from a single list, in one step.
All products · Workspace
For enterprise
- User invites. Invite people to your group and manage pending invites from Settings › Users.
- References on workspace invites. Add a dealership's references from your other systems when you invite it to create a workspace.
- Branded invite emails. Invitations to your group's users and new workspaces now show your group's logo.
For partners
- Joined enterprise event. Subscribe a webhook to hear when a workspace joins a dealer group (enterprise).
Events and webhooks - Custom capability parameters. Add your own parameters to a capability, such as an API key, from its parameters page.
Capabilities