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Release Notes 5.4.0

Released on 7/2/2025

1. Feature Improvement: View Queue on Lead Assignment Tool

  • Added a “Queue Status” button to the Lead Assignment Tab
  • Provides managers access to see who is in the queue for leads and in what order
  • This will display all salespersons who have opted in for round robin lead assignment
  • Salespeople can opt in for new, used, or both
  • Example: All 3 salespeople are opted in, and can receive new or used leads

*image for demo purposes only

2. Feature Improvement: Filter by Region on Monthly Sales Report

  • Regional filters have been added to the monthly sales report
  • Only available to managers
  • Reporting > Monthly Sales Report

*Bug fixes:

  • Deal quick search
  • Mobile App: image uploader

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