10.23 CRM

KB 3241, Release Note, Documentation, 11/28/2025

Welcome to 10.23 CRM

SPOTLIGHT FEATURE - Lead Analysis Dashboard - Phase 2

In version 10.23, the Lead Analysis Dashboard gets a game-changing upgrade, empowering Dealerships with sharper insights and unmatched control over their lead data. Key features include:

• New divisional Dashboard filters to segment and compare lead performance by division

• Ideal for both single-store and multi-location Dealerships

• Enhanced visibility into store-level performance

Learn more by clicking the link below!

KB 3221 Lead Analysis Dashboard - Phase 2

Language Preferences

New features make it easier than ever to communicate clearly and effectively with your Customers in the language they prefer!

• Enhanced French and English language separation features

• Manage both languages in a single document

Click the link below to read more!

KB 3217 Language Preferences

Workplan Features

With this update, the Workplan module becomes more robust, delivering new tools to improve usability, streamline tasks, and give Users greater command over their workflows.

• Document Grouping & Ownership for better organization and collaboration

• Markdown Formatting support for cleaner, styled content in documents

• Calendar favouriting for quicker access to frequently used calendars

Click the link below to dive into these features!

KB 3218 Workplan Features

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

Please email Releases@pbssystems.com with the subject line 10.23 to schedule an update.