New
- Edit customer preferences. Set the brands, body styles, fuel types, gearboxes and seat counts a customer likes or dislikes, from the opportunity overview or its matches tab.
Sales Showroom · Workspace - Customer portal activity filters. Find opportunities whose customer has opened their portal, or has interacted with it, using two new search filters.
Sales Showroom · Workspace - Communication preferences setting. Choose whether customers can change their marketing preferences from the customer portal. Find it in your customer portal settings.
Sales Showroom · Customer portal
Improved
- Looking for something different? Customers can tell you which brands, body styles, fuel types, gearboxes and seat counts they'd prefer, straight from their offers page.
Sales Showroom · Customer portal - Offers that follow preferences. Vehicle matches and generated offers rank vehicles by the customer's preferences, and offers already sent can be replaced when those preferences change.
Sales Showroom · Workspace - Partner marketing suppression. A customer whose marketing a finance partner has suppressed is now flagged on their customer and opportunity pages, with messages, offers and new opportunities held back.
Sales Showroom, Finance Retention · Workspace - Reserved vehicles. A vehicle held for one customer shows as reserved to everyone else in the customer portal, and stays off new offers for other customers.
Sales Showroom, Stock Management · Customer portal, Workspace - Clearer finance product names. Customers see each finance product by type and rate, such as "Personal Contract Purchase 12.9%", instead of the lender's own product description.
Finance Point of Sale · Customer portal - Existing deal on vehicle matches. The customer's current finance agreement sits in a compact footer you can expand, so the matches use the full width of the page.
Finance Retention, Sales Showroom · Workspace
Fixed
- Import results now count rows left out by a create-only or update-only import as skipped, not failed.
All products · Workspace
For enterprise
- Partner apps for your group. Connect a partner app once for every workspace in your group, then manage its settings and capabilities from Enterprise settings.
- User pages. Open a user to see every workspace they belong to, with their role and organisations, and edit each membership from there.
For partners
- Client certificates for capabilities. Add a client certificate to a capability so it can call services that require one, without installers ever seeing or changing it.
Capabilities - Parameter checks. See which saved parameters your capability code doesn't use, and add the ones it reads that aren't saved yet.
Capabilities - SSH key upload for SFTP. Upload a public key file when adding or editing an SFTP credential, and it is checked before you can save it.
Data feeds - Quote terms and conditions usage. Each quote terms and conditions set now lists the connections that use it, with links to each one.
App setup