05/14/2018 Release Version 2.9.0

Zendesk Admin -

Hello!

On behalf of everyone here at Selly, I'm excited to share with you some recent improvements made to the CRM platform that have been published as of our last release on May 14th.

  • New Daily Dashboard: Now, instead of having to go to the tasks and appointments modules separately, you can see all of your tasks and appointments from a single dashboard page! All users will be able to filter to see tasks, appointments or both, as well as filter by date and status. If you’re a manager, you’ll also be able to filter by user, so you can easily see whether your sales reps are keeping on top of their work each day.
  • Several minor design tweaks and improvements have been made to make the platform look and feel more consistent when it comes to buttons and other design features used throughout, and to improve the usability and aesthetics of the site in general
  • Significant UX improvements have been made to the Sales Team module; namely, the processes for adding and editing users has been made more intuitive and straightforward
  • The vehicle URL field is now viewable and clickable from the inventory module for each vehicle; if you notice that your vehicles don’t have values for the URL field, feel free to contact your DMS provider and have them add that field to your daily inventory feed so Selly can process the data and make it accessible in your account.

Sincerely,

The Selly Team

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