Fleet Module Leads (SPW-6165)
AutoPlay has now created a new Lead Sale Type that will determine if a lead is a Business Lead (Fleet) or a Private Lead (Existing Lead Structure). Business Leads will enable the dealership to enter multiple primary listings against a single lead, each able to be individually identified and reflected within the Analytics reporting suite.
The Business Leads also appear differently on the existing lead dashboard for easy identification
More can be read on how the fleet Module works
HERE
Audience Excluding Filter For Labels In Campaigns (SPW-6340)
An extra filter has been added to the campaign database building screen that now allows the audience to be built using a combination of labels to be included with the ability to then further refine this list to exclude leads that contain specific other Lead Labels. There is a toggle available to define these selections to either only need to contain one of the selected labels or to be required to be the exact match of the selected options.
Building upon the existing Single Sign On access for group account users, we have now expanded the access the master account users have to update the Account, Yard and User settings. If the Master account user has the corresponding permissions in their parent account, they now will have access to a new menu to navigate the child dealer settings.
Company and Yard details are only able to be edited and updated, users however are able to be created either using the duplicate user function or manually. Roles are able to be copied from an existing user within the account to populate a new users access.
Read more on the Single Sign On features
HERE
Automation: Option to Trigger for Current Users Only (SPW-6293)
Automation: Duplicate Trigger Warning (SPW-6269)
A new safeguard has been implemented that will warn a user when the same Trigger is saved within AutoPlay in the Automations section. This will allow the user to review the Automation to ensure it does not conflict with a current setting.
Automation: Tigger Filter - Lead Source (SPW-6268)
A new Trigger Filter has been created to allow for greater flexibility when configuring an Automation.
Automation: Inventory Unit Receives X Amount Of Leads Within Y Days (SPW-6148)
A new trigger has been created that is able to focus on the dealership's inventory and the frequency of leads. With the ability to specify a lead threshold within a specified amount of days, dealerships can potentially unlist the vehicle from advertising sites, or, investigate why the listing might not yet have sold.
Automation: Pending Closed Leads (SPW-5724)
A new trigger has been created to be used in conjunction with the Summary email communication that will notify a user of how many leads are Pending to be closed. This can be set up to send at a specific time each day
Update To Listing Panel on Lead Detail Screen (SPW-6230)
A extra line of information has been added to the primary listing panel on the lead detail screen. There is now a visual note of how many other open leads contain the same primary listing.
Update To Prospect Management Options (SPW-6369, SPW-6368, SPW-6367)
Prompt To Create New Prospect When Closing Existing Prospect
A new configurable option has been created for dealerships that use the Prospecting module within AutoPlay. This new setting allows for a pop-up prompt to appear when closing an existing prospect to ask the salesperson if they wish to create a new prospect. This will auto-populate the correct contacts info into the Prospect Creation screen and a new event can be saved.
Prospect Allocation
Existing prospect records are now able to be allocated to another user with the drop down within the prospect detail screen
Closing A Lead To Prospect Allows The User To be Defined
Similar to how prospects are now manually able to be assigned to a different user, when in an account that allows leads to be closed to a prospect, closing a lead as with Close Won or Close Lost allows for the Prospect to be allocated to a different user.
Updates To Email Response Screen (SPW-6244)
A new accordion drop-down has been added to the Email Response window so that the customer details are now visible when sending or replying to an email within AutoPlay.
A new line has been added to the Lead Details that are summarised within the Contact Detail section within the Lead Accordion
No Access User Communications to be Suppressed (SPW-6245)
When a user is marked as Deleted or No Access, all communication notifications will be suppressed to their email and mobile.
Assorted Bug Fixes And Improvements
- Vital Integration Enhanced role now hides address Unit fields (SPW-6316)
- Address Line 2 attribute added for Vital Integration (SPW-6361)
- Report Builder scales at the beginning of the month to allow for extra demand (SPW-6335)
- Calendar Invites sending expired links (SPW-6385)
- Calendar Invite hours offset allows a longer time period and is displayed in a more user friendly manner (SPW-6408)
- Appointment and operating hours now have a fill down option (SPW-6067)
- Driver License details added to lead detail visibility (SPW-5990)
- In App Notifications are now able to be cleared manually (SPW-5925)
- Leads Bulk Closed by an AP1 user bypass the Close Lead Permission rules (SPW-5757)