New
- Cooling off. Pause new opportunities and marketing for a customer for 1, 3, 6 or 12 months, when they don't take an opportunity up or from their customer page.
Sales Showroom · Workspace - Marketing communication frequency. Set the minimum number of days between marketing messages to a customer, for the whole workspace or for each organisation. Find it in Settings › Campaigns › Marketing.
Sales Showroom · Workspace - Sales team dashboards. Start a dashboard from the sales team template, with a row per person and a column per figure for the period you choose.
Sales Showroom · Workspace - Customer portal journeys. A dashboard tile shows how customers move from the link you sent through the customer portal, and where they drop off.
Sales Showroom · Workspace
Improved
- Not taken up opportunities. See a customer's not taken up opportunities in their own tab, open them read only and reopen one if the customer comes back.
Sales Showroom · Workspace - Handover without a compliance journey. Complete a handover from the checklist by entering the delivered vehicle's registration, which marks it as sold in stock.
Sales Showroom · Workspace - Share offers your way. When sharing offers by email or text, choose the standard message, any saved template or your own words.
Sales Showroom · Workspace - Customer portal on phones. The offers, offer details and identity check pages now fit phone screens, with suggested vehicles in a row you can swipe.
Sales Showroom · Customer portal
Fixed
- Deposit contributions on quotes, offers and the customer portal now show the lender's and the dealer's contributions on separate lines.
Finance Point of Sale · Workspace, Customer portal - MOT status on stock vehicles now reads unknown or exempt when there's no MOT record, instead of expired.
Stock Management · Workspace
For enterprise
- Organisation admins. Invite users as organisation admins, who look after every site in the organisations you choose.
- Invite before sites are added. Invite owners and admins to a workspace that has no sites yet, and they get each site as it's added.
- Connected apps now show who installed each app.
For partners
- Build-to-order vehicle images. Add your own images to a build-to-order vehicle, and reorder or remove them.
Data feeds - File steps in workflows. Check a web address for a new file and download it on a schedule, so imports start without a manual download.
Workflows - Per-site settings. Mark a setting as set per site, so installers give each site its own value, such as a dealer ID.
App setup - Settings page builder. See each field as installers will, and choose whether to ask them, fix its value or ask once on the connection.
App setup - Publish without a support email. Your app no longer needs a support email before you publish it.
Marketplace