New
- Settlement request emails. Get an email, grouped by site, when a lender reports that a customer wants to settle their finance. Turn it on in Settings › Notifications.
Finance Retention · Workspace - Sales and service centre details. Give each site its sales and service centre services, each with its own phone number, email and opening times.
All products · Workspace - Customers on the portal now. Add a dashboard tile that counts the customers who have your customer portal open, updating as they arrive and leave.
Sales Showroom · Workspace - Dashboards by organisation. When your workspace has several organisations, narrow a dashboard to one of them to see that team on its own.
Sales Showroom · Workspace
Improved
- Sales team rankings. Dashboard breakdowns can rank your team on the columns you choose and crown the leader.
Sales Showroom · Workspace - Simpler compliance journey setup. Build your own journey without installing a compliance provider first, starting from the example questions if you like.
Compliance Journeys · Workspace - Campaign templates for delivered customers. Write emails and texts for delivered campaigns, filled in with each customer's own vehicle and payments left.
Sales Showroom · Workspace - Stock that leaves your feed. Vehicles that drop out of your stock feed now leave stock and move to Vehicles delivered.
Stock Management · Workspace - Role descriptions when inviting. Inviting a user now shows what each role can do, so you can choose the right one.
All products · Workspace
Fixed
- Create opportunity from vehicle matches now opens the new opportunity straight away.
Sales Showroom · Workspace
For enterprise
- Workspace invites now tell you when your group has no products to offer, with a link to add them.
- Organisation settings keep your unsaved changes in the other cards when you save one.
For partners
- Test drafts before publishing. Choose workspaces and enterprises you belong to where your draft app can be found and installed before you publish it.
Marketplace - Block an install. Block a workspace's or enterprise's connection to stop it using your app.
Marketplace - SFTP files in workflow steps. Steps can now work on the file your SFTP trigger received, for example adding columns before it's imported.
Workflows - Capabilities in install requests. An install request shows which capabilities the installer chose, and approving it switches them on.
Marketplace - Easier-to-read workflows. Name your steps, describe the workflow and group its steps into colour-coded stages.
Workflows