Changelog
Follow up on the latest improvements and updates.
RSS
new
Mobile
Edit or Delete Tasks on Mobile
With this new feature, you can edit or delete tasks from the mobile app.
- Click on any task to easily edit or delete it
Suggest our next feature enhancement HERE!
new
Mobile
Pin a Note on Mobile!
With our new mobile feature, you can now pin important notes with ease.
- On iOS, simply swipe right to pin or unpin a note
- On Android, press and hold to pin or unpin
Stay organized on the go—because sometimes, the best ideas need to stick around!
Suggest our next feature enhancement HERE!
With this feature update you can...
- Send videos to multiple emails or opted in numbers at once
- Combine text and email for broader reach in a single send
Suggest our next feature enhancement HERE.
With this feature, you can:
- Group Users:Assign roles and permissions by user group
- Customize Access:Tailor permissions for teams or departments
- Simplify Management:Control access centrally
- Scale Easily:Adjust permissions as your dealership grows
Suggest our next feature enhancement HERE!
Introducing Send Credit App and Portal
Discover these new features:
- Core Features:Both Portal and Send Credit App are now part of our core feature set
- Secure Document Management:Your customers can securely send attachments directly through the CRM
- Send Credit Applications:Customers can fill out their credit application through a secure link, ensuring a smooth process
Suggest our next feature enhancement HERE.
improved
Conversations
The Next Generation of Conversations
We are excited to debut the enhancements made to Conversations.
- Added ability to filter by BH Fumbled.
- The Activity Box defaults to customer's last contact method
Suggest our next feature enhancement here!
improved
Reports
Drill Into Standard and Advanced Reports
With this free enhancement you can:
- Click on any number in a Standard/Advanced report to view the list of deals that make up that number
- Click on any deal to open the Customer Card
- Currently Drillable: All Standard Reports, Delivery Summary, Days to Conversion, and Days to Delivered - The rest are coming soon!
Suggest our next feature enhancement HERE!
This free new feature allows you to:
- Minimize up to 5 customer cards
- Seamlessly toggle between tasks
Suggest our next feature enhancement HERE!
new
Desktop
Introducing Untracked Texts
This is a free feature that allows you to:
- Manage texts received from numbers not yet associated with a customer record in your CRM
- View message content and easily associate the message with an existing record, or create a new record
Suggest our next feature enhancement HERE!
improved
Mobile
Adding a Customer in Mobile
This feature allows you to:
- Easily add new customers with a simplified flow.
- Add customers without creating an open deal.
- Search inventory and add vehicles of interest
Suggest our next feature enhancement HERE!
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