Dealersip Knowledge Base

Version 1.0.9458.15218  |  Last updated: 2025-11-21

Sprint 22 (28-Dec-24)

New Features

311: Convert lead to contact, deal, or sale

Description: Added functionality to convert leads into contacts, deals, or sales. A converted lead is highlighted with light red background. For more information on Contacts and Deals please refer to this link and this link.

317: Add module to manage contacts

Description: Introduced a module that allows users to create contacts manually and convert leads into contacts.

327: Add module to create deals

Description: Enhanced the conversion process by adding the ability to create deals.

  • A lead can now be converted to a contact and prompted to create a deal.
  • The context menu option changes to "Create Deal" once a lead is converted.
  • Archived converted leads can be unarchived for follow-up if needed.
  • Conversion box updates provide relevant fields based on the lead's status.

329: Create master list CRUD for Deal Stages

Description: Added a master list for managing CRUD operations for Deal Stages. This list can be accessed by CRM Lists section. A new tab for Deal Stages has been added.

333: In AI promotion content, add website name

Description: Enhanced AI-generated promotional content to include the website link for more details on the vehicle.

334: In internal vehicle detail page, add link to the vehicle on front portal

Description: Added a feature to display the link to the vehicle on the front portal within the internal vehicle detail page, facilitating easy sharing. This link is also visible with every vehicle in search window.

Bug Fixes

323: Leads view pager skipping alternate pages

Issue: The leads view pager was skipping every alternate page.

Fix: Resolved the issue to ensure the view pager displays all pages correctly.

324: Leads Grid View Search Issue

Issue: The search function did not work if the search item was beyond the 20th position.

Fix: Improved the search functionality to work correctly regardless of the position of the search item.

Enhancements

316: Add quick action menu in leads grid view to accommodate more options

Description: Added a quick action menu and moved the Edit icon to the menu for better accessibility. In grid view first column change to interactive. Clicking on contact name now opens the lead. WhatsApp icon in leads card has been replaced with Archive action button. A lead can be archived directly by clicking on the archive on a leads card.

CRM Analytic Enhancements

CRM Analytic now has interactive Archived leads widget. User can browse archived leads by clicking on it. User performance section has been enhanced by adding an interactive activity count bar. Please refer to this link and this link for detailed information on how user performance section works.