Improved
- Matching customers. Existing customers who match the details you're entering now appear beside the create opportunity form, ready to use.
Sales Showroom · Workspace - Grouped recommendations. Compliance recommendations are grouped by type, and you choose one option, such as an agreement length, within each group.
Compliance Journeys · Workspace - Answering compliance questions. Answered questions fold into short summaries you can reopen and change, with next and previous buttons to move between them.
Compliance Journeys · Workspace - Date of birth in the journey. If your compliance provider needs a date of birth the customer record doesn't have, the journey asks for it.
Compliance Journeys · Workspace - Lender residual values. Finance quotes use your lender's own residual value for the vehicle, where your lender provides one.
Finance Point of Sale · Workspace - Cash deals. Offer cards and the customer's calculator show cash offers more clearly.
Sales Showroom · Workspace, Customer portal - Quicker opportunity creation. Address, date of birth and email are no longer required when you create an opportunity.
Sales Showroom · Workspace - Compliance plugin themes. Choose the compliance plugin's theme when you add it to your website, and change it afterwards.
Compliance Journeys · Website plugins - App approvals. Apps waiting for a partner's approval update as soon as the partner responds, without reloading the page.
All products · Workspace
Fixed
- Deals now keep the default finance quote after you choose a vehicle.
Sales Showroom · Workspace
For partners
- Finance residual sets. Create residual sets in the partner app, set their lookup keys and view each imported version's matrices.
Data feeds - Install settings. Open a workspace from your app's Workspaces list to go straight to that install's settings.
App setup - Parameter options. Offer a list of options for any parameter that isn't a yes or no setting.
App setup