Released on 4/16/2025
1. New Feature: Marketing Score
- The Marketing Score has been added to the customer record
- Marketing score is calculated based on online activities such as visiting your website, pageviews, interacting with an ad, or clicking a link in an email.
- This is displayed with: Cold, Warm, or Hot lead
- Hovering over the “info” icon under marketing will display a tooltip with the numerical score, along with a quick description of this score
2. New Feature: Qualification Score
- OWYG customers will display a “Qualification” score alongside the Marketing Score
- Qualification grade is calculated based on net worth thresholds, plane or boat ownership, property with boat access, liquidity trigger, trust association, philanthropic or political donations, multi-property ownership, or job level.
- This is displayed as: Cold, Warm, or Hot lead
- Hovering over the “info” icon under marketing will display a tooltip with the numerical score, along with a quick description of this score
3. New Feature: Boat Show Notifier on Lead Ingestion
- When a lead is entered during a boat show via the mobile app, there will be a notifier sent to the relevant parties if this lead exists in the same dealer group or in a different dealer group
- Notification will be sent to both location sales managers
- This does not reassign the lead, this is just a notice of the lead assignment/entry
- Example: When a boat show lead is entered in the same dealer group database
- Example: When a boat show lead is entered in a different dealer group database
- This does not reassign the lead, this is just a notice of the lead assignment/entry
*Bug Fixes:
- Inventory filters were causing inventory table to crash