New
- Connections by organisation. A new Connections page in settings lets you add connections step by step and choose which organisations each one applies to.
All products · Workspace
Improved
- Part-exchange offers. Add an offer amount for the customer's vehicle from the deal, and the deal's finance is worked out against the offer you choose.
Part Exchange, Sales Showroom · Workspace - Compare offer versions. Compare two versions from an offer's history side by side, including the finance product.
Sales Showroom · Workspace - More in the activity feed. The opportunity activity feed shows when offers are added and links to the campaign that created the opportunity.
Sales Showroom · Workspace - Organisation on records. Customer, opportunity and handover pages show which organisation the record belongs to, with a link to it.
All products · Workspace - Imports with problem rows. When a test import finds problems in some rows, import the rest and skip the rows that failed.
All products · Workspace - Choosing an enhance workflow. Pick which enhance workflow runs when you schedule an enhance task or import a file.
All products · Workspace - Part-exchange journeys page. The part-exchange journeys page now matches the compliance journeys page, leading with your live journey.
Part Exchange · Workspace - Representative example on offers. Customers see a representative finance example above their list of offers.
Finance Point of Sale · Customer portal - Offer descriptions for customers. The description you write for an offer now appears on the customer's offer page.
Sales Showroom · Customer portal
For partners
- Handed-over agreement books. Import your handed-over agreement book as sets, so each app can point at the customers it should pass to dealers.
Data feeds - Optional enrichment. Choose whether a build-to-order import is enriched with specifications and images, and see the images it found.
Data feeds - Recent imports. Your dashboard lists recent imports and how enrichment went for each vehicle, updating as each run finishes.
Data feeds - Search set vehicles. Page through and search the vehicles in any version of a build-to-order vehicle set.
Data feeds - Formatted terms and conditions. Format your quote terms and conditions with markdown.
Data feeds