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CRM by DealerSocket

CRM by DealerSocket version history

‹ General Info
Version 1.7.1
Updated 2 years ago
Version 1.7.0
Updated 2 years ago
Version 1.1.0
Updated 3 years ago
Changelog • Untouched Web Leads is now drillable in the reporting section. Users are now able to tap untouched webleads to view the list of leads and view the opportunity associated with it
• Resolved an issue where reassigning a lead would not save correctly
• Users in Australia should now see dates in the Australian format
• Resolved an issue where logged phone calls showed the incorrect completion time
Version 1.0.0
Updated 3 years ago
Changelog DealerSocket's new Mobile CRM app provides the best of socket right in your pocket with a brand new ultra-efficient tap-and-go experience that makes common tasks, such as upping a customer, sending text or email, or finding the perfect vehicle faster than ever before.
Version 0.94.0
Updated 3 years ago
Changelog • Resolved an issue with Customer search results repeating search results as the user scrolls
• Resolved an issue with weblead details on completed weblead worknotes losing their formatting.
• Fixed a workflow issue where tapping back from viewing weblead details returned users to the task list
• Resolved an issue where viewing sent emails would display a question mark in the body where there was none in the email
• Updated notification behavior
Version 0.93.0
Updated 3 years ago
Changelog • Resolved an issue where the Homepage icons were jumping when the Untouched Webleads icon loaded
• Resolved an issue were completing appointment tasks were removing opportunities from sold status
• Resolved an error which displayed when sending forwarded emails
Version 0.92.0
Updated 3 years ago
Changelog - Resolved an issue where entering a country on the quick up screen would remove previous data
- Improved overall app stability and performance
Version 0.91.0
Updated 3 years ago
Changelog • The appointment task page now has a link to the confirm appointment page
• Added some clarity to the warning messages on the web lead tasks
• The sales opportunity and reporting pages are now solely reachable through the home tab
• Resolved push notifications navigation issue
• Resolved an issue where sold opportunities status
• Added color status indicators around opportunity lists on the sales opportunity page
• Allowed texting with an unanswered opt-in for dealerships who have that setting
Version 0.90.0
Updated 3 years ago
Changelog Thank you for trying DealerSocket's brand new mobile CRM. In this release we have included the following amazing features:
- Home Dashboard for quick navigation
- Quick add customer
- Driver's license scanning
- Vin scanning
- Simple inventory searching and filtering
- Opportunity and Task Management
- Call, Email, Text functionalities
- New streamlined workflows
- At a glance data for managers