New
- Share offers by link or QR code. Send a customer a short link or show them a QR code in the showroom, and see when they open it.
Sales Showroom · Workspace - Partner apps for an organisation. Connect a partner app to one of your organisations, so a single connection covers every site in it.
All products · Workspace - Reopen dismissed tasks. Put a dismissed task back on an opportunity's open list from its completed tasks.
Sales Showroom · Workspace
Improved
- Settlement request opportunities. Offer strategies can open an opportunity, and optionally a task, when a lender reports that a customer wants to settle their finance.
Finance Retention · Workspace - Campaigns for opportunities. Aim a campaign at opportunities, chosen by filters or from a list, as well as at customers.
Sales Showroom · Workspace - Offer strategies for one site. Sales managers can now create and run offer strategies for the sites they look after.
Sales Showroom · Workspace - Edit your dashboard in place. Move, rename and restyle tiles and sections on the dashboard itself, then save when you're done.
Sales Showroom · Workspace - Organisation details. Enter company and privacy policy details and a logo once for each organisation, and its sites use them. Find it in Settings › Organisations.
All products · Workspace - Your own pinned searches. Choose which saved searches appear in your menu, and which one opens first, just for you.
All products · Workspace
Fixed
- Vehicle matches now include stock at every site you can see, so a registration search finds cars at your other dealerships.
Sales Showroom · Workspace
For enterprise
- Workspace organisations. Manage each workspace's organisations, with their company details and logo, from its new Organisations tab.
- Capability activity. The capabilities list and activity graphs now show how much each capability is used across the workspaces in your group.
- Create a workspace without a site. Set up a new workspace with just its own details, and add its sites afterwards.
For partners
- Workflows on your own SFTP server. Workflows can read and archive files on your own SFTP server, starting when you tell Twilltac a file has landed.
Data feeds · API - File preparation steps. Filter, look up, compute, group and pivot the rows of a file in a workflow before it's imported.
Workflows - Notify step. Email partner users or any other address when a workflow runs, with its outcome and a summary of each step.
Workflows - Workflow run details. Open a run to see the workflow as it ran, with each step's outcome, timings and log.
Workflows - Publishing checklist. Your app's publishing page shows what's still needed before it can go live, with a link to where you set up each item.
Marketplace