We have added a field to the credit application that requires the customer to fill in their Employer’s address. This new field is located directly below the Employer name field. Read More
We’re pretty excited about this one! We completely revamped the Leads screen in the CMS!
- Brand new user interface!
- Click on any lead to view the details for that lead.
- You’ll see a checkmark next to fully completed credit apps.
- There is now a text box to search leads, and you can filter by any field.
We modified the requirements for lead destination emails so that only one valid email address is required per section. (All fields used to be required). Going forward, as long as ADF and text each have one valid email, all fields are no longer required to be filled out. We made this update to accommodate customer who do not wish to receive ADF emails for certain types of leads such as parts (wanting to receive only text leads).
Lead comments are now visible on main leads screen. When exporting leads, comments also export now.
