New
- Campaign texts. Send a text alongside a campaign's emails, choosing a different SMS template for each group of customers you target.
Sales Showroom · Workspace - SMS templates. Write your own text message templates, preview them, or start from the standard wording, on the new SMS templates page.
Sales Showroom · Workspace - Move opportunities between organisations. Change the organisation an opportunity belongs to, one at a time or in bulk.
Sales Showroom · Workspace - Equity breakdown. Handed-over opportunities show the valuation and outstanding finance behind the estimated equity, with their dates and where they came from.
Finance Retention · Workspace - Inactive organisations. Mark an organisation as inactive, and see a warning wherever it still appears.
All products · Workspace
Improved
- Payment targets as a percentage. Set an offer profile's target payment increase as an amount or as a percentage of the customer's current payment.
Sales Showroom · Workspace - Finance controls on vehicle matches. Set the term, deposit and target payment increase when searching for vehicles to match a customer.
Sales Showroom · Workspace - Opportunity exports. Export opportunities with or without their handover data, and lay the file out with one of your own templates.
Sales Showroom · Workspace - Offer emails. Offer emails show the customer's current car, their equity and a representative finance example.
Sales Showroom · Customer portal - User pages. Open a user to edit their role and organisations on their own page, with an audit of changes alongside.
All products · Workspace
For enterprise
- Delete workspaces. Delete workspaces from your group, one at a time or everything matching a search.
- Inactive organisations. Mark an organisation in your group as inactive, and see a warning wherever it still appears.
For partners
- Organisation parameters. Mark a parameter as set per organisation, and workspaces enter its value for each organisation they install your app for.
App setup