Create offer from customer profile

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Now it’s possible to create new offer from Customer profile. New offer button will first open brand selection window after what user will be directed to familiar Offer creation interface.

Dashboard search functionality

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It is now possible to perform search in Salespipe and Calendar. User can search by customer name, company name, lead description, offer number, offer title/vehicle description, task title, vehicle order no and vehicle VIN.

Company search from customer card

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On Customer profile typing into company field will now search for relevant results from Salesfront database and also from public registry (when available). When selecting company from public registry then company profile window will be opened with pre-filled information from the public service and user can edit/add data and proceed to create new company profile.

Various improvements and fixes

• Used Cars: Last price change tracking

• Invoice "Description" field now customisable

• Automatic follow-up for completed Test drive

• Added Customer phones and emails to Lead reports