Released on 4/23/2025
1. Feature Improvement: New/Used Filter on Auto Lead Assignment
- The Auto Lead Assignment tool provides managers to auto assign leads round-robin style
- We have incorporated New/Used into the settings
- A salesperson can be enrolled in both new and used if selected
- The leads will route based on alphabetical order, then condition on who is enrolled for Auto Lead Assignment
- Allowing automatic leads will default to both New and Used opt in, but can be edited by unchecking either column
- Manager Tools > Lead Assignment Settings > Sales Consultants
Example:
2. Feature Update: Inventory Filtering on Length
- Inventory filtering has been updated to filter based on the Lightspeed field “Blade Length” from Lightspeed, in lieu of the “Length” field
- This is used as a Marketing Length for accurrate website length searches to capture the length of the model of the vessel
- This will account for the total length of the vessel and make the search more useful
Example: N55442A
- Inventory Min-Max length filter = 27′ – 28′
- N55442A shows results because the “Blade Length” is 27′ in Lightspeed
*Bug Fixes:
- Salesperson association correction on Dashboard
- Customers not matching with deals on Pending Sales Log