Listings can now be added directly to a Prospect record. This provides salespeople with greater visibility when using the Prospects module and enables more detailed and accurate prospect reporting.
OEM and Dealer Group Custom Field Accordion (SPW-12846)
A new option has been added to separate Group-level Custom Fields, defined by a Dealer Network or OEM, from dealer-specific fields. These Group-level Custom Fields are now displayed in their own independent accordion on the lead detail screen. Additionally, a new setting allows Custom Fields to be configured as read-only at a dealer level, enabling networks to append and display lead-specific data more clearly and consistently across their dealer network.
Custom Group Offer SMS Communication Options (SPW-12930)
A new Standard Text option has been introduced to support appraisal offers shared with other dealerships within a dealer group. This option can be set as the default SMS template, ensuring a more detailed and consistent set of information is included in all appraisal offer messages.
New Group Offer Sorting Function (SPW-12831)
The Group Offer accordion has been updated to improve usability and now supports sorting on the bidding column, making it easier to identify the highest and lowest offers.
Group Offer Minimum Bid (SPW-12802)
A New Manual Override Option For Appraisals On A Write Up Form (SPW-12052)
After Hours Lead Manager Rotation (SPW-12013)
After Hours leads can now be assigned to designated After Hours managers using a rotational schedule. This feature enables multiple users to share responsibility for leads that arrive outside of business hours, ensuring timely follow-up and balanced workload distribution.
Automations: Reallocate Leads To Unallocated User (SPW-12871)
Remove Ability To Change Primary Listing To Another Brand (SPW-12711)
A new attribute has been added to the Manage Leads role that enforces brand restrictions on records with associated brands. When enabled, this setting prevents salespeople from changing the primary listing to a different brand, while still allowing changes between vehicles of the same brand.
Assorted Bug Fixes And Improvements
- (AR-1083) Prospects added to Analytics Reporting
- (SPW-12918) New notifications are sent when Group Offers have ended
- (SPW-12891) New Create method for Podium Integration
- (SPW-12870) ABN has been added to Australian Contacts as an ingestible field
- (SPW-12834) Docusign Integration completed
- (SPW-12832) New Prospect Action filter options
- (SPW-128910) New fields added to Listing Detail for Type = Truck
- (SPW-12715) Automerge Closed Lost reason was not displaying as a selection in the Dashboard filter
- (SPW-12686) Further Enhancements to allow for Post Code to be used to Auto Allocate to a dealership based on Post Code ranges
- (SPW-12680) A new option to default Postal Address on a contact to be the same as Physical Address
- (SPW-12605) The CarSales lead validation placed on Australian dealerships that have third party lead exports has been split into its own setting role to allow for the Lead Progress Validation role to be used independently
- (SPW-12584) New data has been added to the Listing Summary widget that can be enabled on the listings screen for more specific information on what happened to each listing
- (AR-923) An issue where prospect reporting wasnt being picked up and applied correctly at Group Level has been patched mid month