-Loyalty program

Released tailor.

What's New in CRM v1.5.2 • You can now accept a lead without needing to fill in a note.

What's New in CRM v1.5.1 • Add photos to a meeting in edit mode.

What's New in CRM v1.5.0 • Add more than five images to meetings. • Added filter for accounts missing displays.

What's New in CRM v1.4.9 • On an approved lead, the TP or Account number are now visible.

What's New in CRM v1.4.7 You can now delete showrooms easily whenever you need. You can filter TP Accounts by agency, agent, and status.

What’s New in Connect v1.4.7 • New Trade Partners tab under Accounts • Partner with Dealer button in the Trade Partner view • Convert to A&D Lead option now in the menu

What's New in CRM v1.4.6 • Change the ship method on a showroom.

What's New in CRM v1.4.5 • New leads now show up right on the Home screen. • You can now see all meetings listed directly on an Account. • Each Account now includes an AI-generated meeting summary.

What's New in CRM v1.4.4 • You can now edit the priority on a lead. • Lead status updates now show up in the activity feed.

What's New in CRM v1.4.3 • Reactivate a lead that is Archived

What's New in CRM v1.4.2 • You can now submit feedback directly from your profile. • You can filter meetings by “Meeting of the Week” to find important ones faster.

What's New in CRM v1.4.1 Here’s what’s new and improved in this update: • Smarter Lines Carried Management Add lines that aren’t on the list, remove ones you no longer carry, and enjoy a refreshed layout that’s easier to use. Your updates now sync everywhere automatically—including the showroom form and showroom view. • Improved Display Setup When creating or editing displays, you can now rate the location, control how many appear, and manage them more easily with new edit and remove options. • Lead Source at a Glance Lead cards now show the source of each lead so you get better insights at a glance.

What's New in CRM v1.4.0 • You can now view all trade partner details directly on the Leads page—everything you need, all in one place! • You’ll now get notified when there’s a new app update, and we’ll make sure you’re always on the latest version when it’s needed. • New settings have been added to manage eligibility for the "Locate a Dealer" feature.

What's New in CRM v1.3.9 We’ve added some helpful updates to make your CRM experience smoother and more powerful: • You’ll now get notified when there’s a new app update, and we’ll make sure you’re always on the latest version when it’s needed. • New settings have been added to manage eligibility for the "Locate a Dealer" feature.

What's New in CRM v1.3.6 • Easily see when a showroom or display is missing on an account • New dropdown makes adding meeting attendees quicker and simpler

Small fixes

* Bug fixes and performance improvements

New features: • Meeting Follow-Ups: Set reminders for meetings. • Sales Metrics: View MTD and Open Sales on the home screen. • Lead Notes: Notes now required when accepting leads. • Meeting Access: Users can see any meetings where they’re attendees. • Lead Filtering: Filter by Lead Type.

New feature: • Add any sales rep to your meetings

• Sales tools tracking for showrooms • Quick access to EZ Pricing sales reports

• Updated showroom view • Filter leads by priority

Updates: • View your overdue meetings in the home screen. • View which leads are high priority. • Manage trade partners more efficiently.

• Create Meetings from Leads/Accounts – Schedule meetings directly from a lead or account. • Overdue Meetings on Home Screen – View overdue meetings at a glance. • Show Agency & Rep in Meetings – Meeting details now display the associated agency and representative.