10.20 CRM

KB 2861, Release Note, CRM Development, 9/11/2024

Welcome to 10.20 CRM

SPOTLIGHT FEATURE - Sales Appointment Notifications

Presenting Sales Appointment Notifications! Dealership personnel can now receive internal notifications alerting them of upcoming Appointments assigned to them, along with Email notifications informing them of newly created Appointments. This feature will aid Users in effectively managing Workplan Appointments in v10, ensuring they stay informed and up-to-date as schedules evolve throughout the day.

KB 2877 Sales Appointment Notifications

User Group Assignment

Introducing the versatility of User Groups! Dealerships now have the ability to swiftly generate and adjust User Groups, seamlessly incorporating them into Appointments, Reminders, and Emails with a simple click! This efficient method boosts communication and strengthens Dealership operations, making internal information dissemination a breeze.

KB 2878 Group Assignment

Additional CRM Features

We're thrilled to announce that version 10.20 of our CRM introduces a range of new features! Explore more about these updates by clicking the link below.

KB 2879 Additional CRM Features

Explore information about our weekly live Global Training sessions by clicking here!

Please email Releases@pbssystems.com with the subject line 10.20 to schedule an update.