January 12th, 2022 Release

General Notice:

This update release is scheduled to occur on the morning of January 12th, 2021.

CRM: Add DS and ARE info to CRM customer profile

**NOTE: THE DS screen in CRM is NOT a 100% replication of the DS screen in Discover. Certain items were removed from the CRM DS screen that were deemed not needed for a salesperson and to reduce screen clutter and increase readability.

CRM - Click into details of activity metrics.

Salespeople and managers have the ability to see details on the specific leads within each Lead Type category, performance benchmarks for each lead and the ability to open that lead’s customer profile directly from the Activity Dashboard.

Click on any of the Lead Type labels on the Activity Metric Dashboard to display a list of leads for that lead type within the selected time frame (monthly or weekly).

Customer profiles for those leads can be open by clicking or right-clicking (to open in a new tab) on the lead/customer's name.

Managers - select a salesperson before attempting to view these activity details. This will not work when in the “All Salesperson” view of the leadbook.

CRM - Manager approves dead deals

• • Manager must be in the “ALL” salesperson view to see the Dead Deals Pending category

  • Selecting Approve from the Customer Profile will performantly removed the lead from the lead book

  • Selecting Deny, will send the lead back to the Salesperson who requested the dead deal, back to its appropriate category

  • That Salesperson will receive a notification that their dead deal request was denied

BUG FIXES

• CRM Issue | Call Capped leads not Leaving N-NA

• CRM Issue | Notes/appts etc added by other salespeople did not always get proper attribution

Website Byrider.com

Launching a new dealership page template for franchisees on Byrider.com.

Franchisee stores and company stores will now be on the same dealership page design template on Byrider.com. This consistency will improve the consumer experience and boost consumer engagement. A few examples of the enhancements include:

• Placement of action buttons higher on the page

• Updated contact us section with call to action links

• Enlarged vehicle images within vehicle cards

• Dynamic store hours and details near top of page

• Collapse copy under "read more” at top of page

• Optimization for mobile and SEO

Dealership Page - Vehicle Type Selector Slider

On the Dealership page, the new Vehicle Type Slider appears below "Our Featured Inventory" header

Vehicle Type images display in the following order: SUVs, Trucks, 4-Door, 2-Door, Vans

On click of a Vehicle Type image, the user would be taken to the Inventory page which will be filtered by the Vehicle Type.

Due to the Large amount of data available and the wide date ranges used in searches on the application page in Discover, the system is being negatively impacted causing slowness, particularly on Fridays. To mitigate this issue in the short term, a top 10,000 records limit was put into place on the amount of data that can be retrieved.

• Please limit your Date Range to 2 weeks for a search.

  • With the data limits applied, 2 week ranges are expected to pull back all the data.

  • If you were to use a longer date range, you may not get back all the available data and will likely be missing data. (missing data would be data closer to the start date in the range selected)

• We continue to look into a long term solution for this issue.

If you have any questions regarding this release, please contact the Service Desk at 800.234.7507 or contact your local Franchise Consultant.