DEALERSIP User Manual

New Features and Enhancements

Notify leads as their vehicle arrives
When a new vehicle is added to the system, it automatically checks if any lead was previously interested in that vehicle. If a match is found, the system sends email notifications to:

• The lead who expressed interest in the vehicle.
• The user who created the lead.

Activities List Enhancements

1. There is now a delete activity option available in the Quick Menu.
2. The first column's link in the Activities list now opens the detailed activity page. Open Lead option has been moved to the quick action menu.

Bug Fixes

Fixed: Activities Cannot Be Deleted if Notes Exist
Resolved an issue where activities could not be deleted if notes were attached. Now, if an activity has fewer than 3 notes, both the activity and its notes will be deleted automatically. For activities with 3 or more notes, users must delete the notes manually before deleting the activity

Fixed: Leads Not Removed from List After Deletion
Deleted leads will now be correctly removed from all associated lists, ensuring consistency across the system.