Released on 10/10
1. Email Communications Tool: New feature release
- The email communication tool will provide consistency in the appearance and delivery of ProRevver emails.
- You can use and view the email system and menu from CRM > Emails section.
- This tool affects the customer list page, boat match tool, and customer record emailing.
- The CRM > Emails menu will show you total emails, status, and allow you to create and send new emails.
- When sending an email using this tool, it will send an individual email to every recipient.
- You do not need to worry about bcc’ing your recipients; they all receive an individual email and will not see each other in the “To:” field.
- Quickly search inventory and attach window stickers to your email using the boat icon
- You can search by Stock Number, Year, Make, etc.
- Send your email now, or Save As A Draft for later.
- You will be able to view your sent emails in your Outlook sent folder.
- The emails sent will track in your “Daily Activity” totals.
2. Closing Document Uploader: Upload your closing document file and other important documents directly to the deal details page in ProRevver – New Feature Release
- This tool is only accessible to Business Managers.
- Pending Sales Log > Deal Details Page > Documents
- Drag and Drop files or you can click to access your files
- The document uploader will show who the document was uploaded by, along with a date and time stamp.
- You can download existing files using the arrow on the “Actions” column.
- Choose the document label to title what type of document upload this is.
- There is also a “Notes” section to add important notes to the deal detail page.
Bug Fixes:
- Window sticker & feature page access from mobile
- Styling issues on the media uploader
- Media Uploader image processing