New Features

Test Drive Wizard

Take a customer from driver licence capture to a signed test drive in one guided flow. The Test Drive Wizard walks through vehicle selection with conflict warnings that stop you double-booking a car already out with someone else, second driver details, declarations, and on-screen or SMS signing for both the privacy statement and terms and conditions.

Read the full guide: Test Drive Wizard

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Lead Dashboard Swimlane View (SPW-14146)

The Lead Dashboard now offers a Swimlane view alongside the existing List view. Leads display as cards arranged into vertical lanes that match your sales pipeline stages, so you can see progression across the whole pipeline at a glance instead of scrolling a flat list. Card data matches what you already see in List view.

Listing Grid Cards (SPW-14148)

Listings in Grid view now use the same card style as the new Lead Dashboard. Each vehicle's front face shows its photo, price, year, make, model, variant, and stock number, with badges for photo count, active leads, and current test drive or loan status. Flip a card to see yard, body, transmission, fuel type, and key dates, plus quick actions to add a lead, create a test drive, or view the full listing. Multi-select mode lets you tick individual cards to build a selection for bulk actions.

Reorder Lead Detail Panels (SPW-14159)

You can now drag and drop the panels on the Lead Details screen to arrange them in the order that suits how you work. The layout you choose is remembered, so you don't have to scroll past sections you rarely use to get to the ones you check first.

Lead Detail Communications Section (SPW-14157)

Lead Detail now shows a clearer, chat-style thread of a lead's communications history in one place, including calls initiated directly from the record. You no longer need to jump between accordions to see how and when a lead was last contacted.

Restrict Who Can Re-Open Closed Leads (SPW-13824)

A new role setting lets you limit who can re-open a Closed Won or Closed Lost lead. When "Only Lead Managers Can Re-Open Leads" is turned on for a role, only users marked as a manager on a qualifying role will see the re-open action — everyone else has it hidden from the lead's action header.

Improvements & Updates

• (SPW-14227) You can now start a call directly from the Communications section on Lead Detail
• (SPW-14153) Added clearer on-screen prompts for entering primary and secondary drivers in the Test Drive Wizard
• (SPW-14155) The Listing Imports screen now supports showing, hiding, and reordering columns
• (SPW-14139) The lead counter on Listing Grid cards now counts open leads only, instead of every lead ever attached
• (SPW-14137) Listing exports now trigger on every listing change, including image additions, deletions, reordering, and yard changes
• (SPW-13834) The Prospect summary on Contact Details is now hidden for users without Manage Prospect access, rather than showing blank
• (SPW-13663) Managers can now tag a salesperson directly in appraisal notes, so approval comments reach the right person
• (SPW-13537) Bulk Prospect imports now create and close prospects that don't already exist, instead of skipping those rows
• (SPW-13231) Lead Log Types filters for Calendar and System are now available to managers, plus a new download list option
• (SPW-12714) The Automation Report is now launched from the Automations Admin list instead of the Lead Dashboard
• (SPW-12661) Creating a new lead now shows a read-only pop-up of a contact's open prospects from the Existing Customers modal
• (SPW-12479) Distributor users can now edit the Purchaser Type field on submitted assistance requests
• (SPW-12009) The Add Lead Labels screen now includes a group filter to help find labels faster
• (AR-1192) Added a Forthing column to the ATECO Test Drives report widget

Bug Fixes

• (SPW-14230) Fixed the Test Drive Wizard button on Lead Detail linking to a staging environment instead of production
• (SPW-14164) Fixed styling issues on the Listings grid, including image count display alignment
• (SPW-14123) Fixed an issue preventing the Daily Health Check report from loading for some dealers
• (SPW-14072) Fixed the "Include users without a role" option not working in Vehicle Registry
• (SPW-14069) Fixed appraisal saving failing when an image had no name, even where image names are mandatory
• (SPW-14061) Fixed duplicate entries appearing in the system audit log after enabling the "Only managers can reopen leads" role attribute
• (SPW-14032) Fixed brochureware yards appearing in yard selection for users without brochureware yard access
• (SPW-13967) Fixed the Next Action date not updating on the dashboard, and some leads not appearing
• (SPW-13889) Fixed a deselected yard in Lead Export yard selection reverting to selected after navigating between pages
• (SPW-13841) Fixed the Location filter not updating on the Lead Dashboard when a saved preset filter was applied
• (SPW-13835) Fixed email details overlapping the Appraisal summary on Contact Details
• (SPW-13762) Fixed the Tab key not moving focus when editing the Event Date/Time field
• (SPW-13729) Fixed "Not Allocated" not being selectable as a default yard in Dashboard Defaults
• (SPW-13649) Fixed the Collaborator filter on the Lead Dashboard not returning leads for certain permission combinations
• (SPW-13439) Fixed "Any User" appearing twice in the Vehicle Registry user dropdown after selecting "Include No Role Users"
• (SPW-13186) Fixed completing a Post Sale Follow Up task on a closed lead incorrectly re-opening it