New
- Custom opportunity statuses. Create your own opportunity statuses, then set them on a single opportunity or on many at once from search.
Sales Showroom · Workspace - Trading names. Add a trading name to each organisation in your workspace.
All products · Workspace
Improved
- Activity on the overview. The opportunity overview now shows the activity timeline, with clearer details, email previews and status changes.
Sales Showroom · Workspace - Handover steps. The compliance handover has its own step-by-step navigation, ending with a summary of the completed handover and its documents.
Compliance Journeys · Workspace - Missing customer details. If a customer is missing details a journey needs, you'll see which ones to add before you start.
Compliance Journeys · Workspace - Date picker. Pick dates from a calendar as well as typing them.
All products · Workspace - Search suggestions. Search filters suggest real values from your records as you type, such as statuses and assignees.
All products · Workspace
Fixed
- Campaigns that run again now leave the offers they generated before as they are.
Sales Showroom · Workspace - Emails to customers about their journey now show your dealership's logo, branding and footer.
Sales Showroom · Customer portal
For partners
- Build-to-order vehicle sets. Create build-to-order vehicle sets and import their vehicles from a CSV, ready for retailers' build-to-order searches.
Data feeds - Residual lookup keys. Choose which details, including registration year and month, make up each lookup key in a residual set.
Data feeds - Test a residual lookup. Enter a term, annual mileage and lookup key values to check what a residual set returns.
Data feeds - Set pickers in parameters. Choose a residual set or build-to-order vehicle set from a list when filling in a parameter.
App setup