Tasks being marked as 'Done'
Once a task is marked as 'Done' it will now automatically be removed from the Tasks and Appointments list, as it is no longer needed.
____________________________________________________________________________________
Filter by Sales Person
When a Sales Person is selected in the filters, only leads assigned to that Sales Person will be displayed. This ensures that the results shown are relevant to the selected Sales person.
____________________________________________________________________________________
General Enquiry Form Auto Population
When a general enquiry is submitted, the information will automatically populate in the 'Enquiry' sectionof that lead. This ensures that all relevant information from the website is included in the lead.
____________________________________________________________________________________
Dashboard Page Results Display
When users attempted to navigate from page 1 to page 2 on the Dashboard, the new results were not displaying correctly. This issue has been resolved and now the correct results for page 2 will display as expected.
____________________________________________________________________________________
No Results on Lead List
Previously, users belonging to a different client than their assigned department were not seeing the leads for that department. This issue has been fixed and now leads will appear correctly for the assigned department.
____________________________________________________________________________________
Incorrect Lead Creation TimeThe lead creation field was previously showing as 'A Few Seconds Ago', even for leads created multiple days ago. This issue has been fixed and the lead created date/time now displays accurately. |
____________________________________________________________________________________
Appointment Scheduling - Impel AI
When an appointment was scheduled, the lead auto allocation was incorrectly showing the lead as 'Handover' or 'Unassigned'. This issue has been resolved and now the lead is correctly assigned to a Sales Manager according to the lead auto allocation rules.
____________________________________________________________________________________
Search for Lead with multiple enquiries
Previously, when searching for a lead by make and model, the search results were not accurately filtering leads with multiple vehicles of interest. This issue has been rectified and not the lead will appear in the search results for both vehicles of interest.
|
|
____________________________________________________________________________________
SMS Send Assist FunctionUsers previously encountered issues with using the SMS send assist function. Now, users are able to select the '+ Add Assists' function within the lead SMS screen. |
____________________________________________________________________________________
Lost Leads now Displaying Correctly
Previously, lost leads were not displaying correctly in the date filter results, even though they had a lost opportunity activity logged. This issue has been addresses and not lost leads will accurately appear in the filtered results when users apply the date filter.
____________________________________________________________________________________
Custom Dates in Filter no longer Disabled
Dealers can now search for their leads using a custom date range without an issue. Previously, entering custom dates in filters prevented the 'View Leads' button from being enabled. Now, focusing on custom dates will enable the 'View Leads' button.
Comments
0 comments
Please sign in to leave a comment.