Changelog
Follow up on the latest improvements and updates.
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With this feature, you can:
- Reach qualified service customers automatically with personalized trade offers
- Back every offer with real vehicle valuation data so the numbers hold up
- See every opportunity on the Service to Sales dashboard so nothing slips through
- Turn service traffic into a sales opportunity without adding a step to anyone's day
With this release, you can:
- Work every service opportunity in a dedicated pipeline, with RO status and appointments syncing automatically from Reynolds, CDK, Dealertrack, Tekion, and Xtime
- Give sales and service one shared customer record, so no opportunity slips between departments
- Build smart lists, templates, and campaigns that work across sales and service
- Put Service Agent to work on first touch, no-response follow-up, and declined work so nothing walks out the door as lost revenue
- Run it all from anywhere with full mobile power for advisors on the drive
With this feature, you can:
- Filter a Customer list in Mining and bulk-reassign customers to your team in one flow
- Spread customers evenly across users or user types with round-robin assignment
- Track when a customer was last moved using the new Latest Reassignment filter
- Jump straight to the Yesterday's Reassigned Customers segment to see what was reassigned to you!
Suggest our next feature enhancement HERE!
With this permission based feature, you can:
- Clear emoji-only messages and customer reactions with one click
- Keep your response time metrics clean by acknowledging emoji replies before they Fumble
- Review everything you've cleared under the new Acknowledged tag in Conversations
Suggest our next feature enhancement HERE!
With this feature you can:
- Carousel in Card View or Pan up for Full Screen
- Call, Text, Email, or Video instantly
- View a Contact Card that matches Desktop
- Manage the entire deal in one place
Mobile Customer Card 2.0 brings Desktop clarity to mobile — so you can move faster on every deal
Suggest our next feature enhancement HERE!
With this feature you can:
- Collect and manage customer payments
- Send customers a secure payment link
- Receive notifications when a payment status changes
- Track payment activity on the customer record
Suggest our next feature enhancement HERE!
With this update, you’ll get:
- A refreshed design with faster load times
- Deeper visibility into customer website activity
- Easy export options for CSV or print
- Activity is logged on the Customer Card
- Sidebar Notifications when your customer is on your website
Suggest our next feature enhancement HERE!
With this feature you can:
- Automate review requests for Sales, Service, and Non-Sold Visits
- Customize sender, timing, message, and include video
- Track and manage all reviews from one dashboard
- Filter by review type, star rating, or customer
- Resolve issues directly from the Customer Card
Suggest our next feature enhancement HERE!
This feature includes:
- The ability for Expert Users to convert a no-show appointment into a show
- Automatic creation of a customer visit, deal status update, check-out, & a check-out note
- Real-time updates to reporting, including the Desk Log and other appointment-based reports
Suggest our next feature enhancement HERE!
With this feature you can:
- Add or remove tags right from the Customer Contact Card
- Apply tags in bulk to customers or lists from Mining
- Create, archive, unarchive, or delete tags in Store Settings
- Quickly filter and search by tags on the Pipeline or in Mining
Suggest our next feature enhancement HERE!
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