New
- Settlement figures. Record the customer's outstanding finance settlement on an opportunity, and choose whether to recalculate the offers it affects.
Sales Showroom, Finance Retention · Workspace - Opportunity tags. Save a set of search filters as a tag, and every opportunity that matches shows the tag in its header.
Sales Showroom · Workspace - Why a campaign found no matches. See each reason opportunities were left out of a campaign run, with a count for each, and filter to them in one click.
Sales Showroom · Workspace - Appointment attendance. Record whether the customer turned up for their appointment or test drive, straight from its task.
Sales Showroom · Workspace
Improved
- App store. Browse apps in workspace settings, see what each one can access, and install it step by step, choosing the organisations it applies to.
All products · Workspace - Offers needing a refresh. Offers priced on out-of-date figures are flagged on the opportunity and in the offer builder, ready to recalculate.
Sales Showroom · Workspace - Offer profiles for campaigns. Campaigns choose their vehicles through offer profiles, each with its own deposit contribution and build-to-order options.
Sales Showroom · Workspace - Recommended vehicles. Customers who pick another recommended vehicle get a new offer of their own, leaving the one you sent unchanged.
Sales Showroom · Customer portal - Workspace details. Edit your workspace's details and external references, and change your organisation's logo, from settings.
All products · Workspace
Fixed
- Part-exchange values can be entered by hand when no valuation journey is set up.
Part Exchange · Workspace
For enterprise
- Workspace users. Invite users to any workspace in your group, change their role and organisations, and resend or revoke pending invites, from its Users tab.
- Organisations in workspace details. Add and edit a workspace's organisations from its details page.
- Missing references. Workspaces missing an external reference are flagged in the workspaces list and at the top of the workspace page.
For partners
- App permissions. Choose no access, read-only or read and write for each permission your app uses, and workspaces see those access levels before installing.
App setup - App-level parameters. Set parameter values once for every capability in your app, or override them for one capability, on the new Parameters tab.
App setup - App descriptions. Write your app's description in markdown, and workspaces see it formatted on its details in the app store.
Marketplace