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Version 26.10.1 - Released 4th November 2026

A new look calendar, Write Up declarations and new analytics widgets, plus other improvements and bug fixes.

New Features

New look calendar functionality

(SPW-14672, SPW-15199, SPW-15200, SPW-15201)

The calendar is now a full screen under Sales Pipeline, replacing the old pop-up. Switch between Day, Week, Month and List layouts, filter by yard and salesperson, and drag bookings to reschedule or resize them, with clash warnings for staff, vehicles and leave. Shared calendars let you layer team and yard calendars in the left-hand panel with access set per calendar, and saved views bring back your filters and layout in one click. Changes made by your colleagues now appear on screen without a refresh.

Declarations on the Write Up form

(SPW-13332, LAPI-1188)

You can now add declarations to the Write Up form, so salespeople can record things like which add-on products were discussed with the customer. Declaration items are set up under Sales Pipeline Settings > Write Up Declarations and can be configured per account, group or yard. Answers are captured in a new Declaration section above the Terms and Conditions, can be used as email tags, and are available through the Lead API.

Prospect outcomes you can keep out of reporting

(SPW-15088, AR-1242)

Prospect outcomes can now be flagged as Not For Reporting, and an outcome can belong to a single dealership or dealer group as well as the standard shared set. Prospects closed with a flagged outcome are removed from Analytics Reporting across all history, so duplicate or mistaken prospects no longer skew your figures. Loaded in Error is flagged by default, so you may see historical prospect numbers drop slightly after this release. Prospect widgets also gain a new Prospect Outcome filter.

New analytics widgets and smarter default filters

(AR-1199, AR-1200, AR-718, SPW-13965, AR-1270)

Two new Closed to Prospect widgets, a pie chart and a KPI, show how many closed leads were converted into a prospect, with the KPI comparing against the previous period. Analytics can now open pre-filtered to the makes, models and listing types each user works with, and hide the listing types they don't cover. Contact support to have these defaults set up for your users. If you switch dealership in SalesPipeline, Analytics Reporting now shows that dealership's data.

Coming soon: the AutoPlay App

A new way to work your leads.

Duplicate a test drive

(SPW-12059)

When a customer drives more than one vehicle, you can now duplicate an existing test drive, loan vehicle or employee loan from the 3-dot menu on its edit screen. The copy keeps the customer's details, and a checkbox lets you choose whether the signed Terms and Conditions carry across. Pick the new vehicle and times, then save.

Your vehicles in search and AI results

(VDP-497)

Each vehicle display page now publishes structured data describing the vehicle, including make, model, price and specifications. This lets search engines and AI tools such as Google, ChatGPT and Perplexity read your listings as vehicle data, making it easier for them to show your cars with their price and details.

Dropdown filters for price, year and odometer

(VDP-527)

Price, Year and Odometer filters on your website's search and results pages can now show as From and To dropdowns instead of sliders. This is set per Page Profile, along with the price and odometer steps. Sliders stay the default unless you switch them over.

Improvements & Updates

  • (SPW-14540) Password policies now offer shorter trusted sign-in periods of 1 hour, 2 hours, 1 day and 2 days
  • (SPW-14609) Two-factor sign-in now allows five code attempts before you need to sign in again
  • (SPW-14638) The Login and Reset Password screens now show a loading indicator while your request is processed
  • (SPW-14546) The yard filter on the Leads screen now has an All Yards option, ticked when no single yard is selected
  • (SPW-14460) Lead Source now shows in the Lead Summary view
  • (SPW-14706) The Swimlane view now shows the Possible Duplicate Leads warning
  • (SPW-13387) The listing picker now shows the Variant in each result
  • (SPW-14982) A new dealership setting keeps leads with no yard in Not Allocated rather than giving them the salesperson's default yard
  • (SPW-15358) Test drives held open by the mobile app for damage photos now show as Awaiting damage photos, and Complete Drive releases them with a note
  • (SPW-15359) The test drive status is now recorded when a drive is created, saved or reopened in SalesPipeline
  • (SPW-14676) The Test Drive Wizard can now be set as your default landing page
  • (SPW-14703) Permissions for creating, opening, editing and deleting Test Drives and Appraisals on another user's lead are now checked when the form is saved
  • (SPW-14705) A Created By filter has been added to the Vehicle Registry and Appraisal Dashboard
  • (SPW-14634) A new Appraisal Not Priced automation trigger alerts you when a salesperson's appraisal has no trade-in offer after a set number of hours
  • (SPW-14927) The Calendar Event Updated stop condition in automations can now be limited to selected event types
  • (SPW-14699) The hours field on the Invitation Not Answered automation trigger is now validated on save
  • (SPW-15057) The Create Prospect automation action no longer asks for a user when Assign to Lead Owner is ticked
  • (SPW-14463) You'll now see a warning before sending a Live Lead email campaign with no Follow Up Setting attached
  • (SPW-12453) Users can now block emails, SMS and in-app notifications separately while they're on holiday or on leave
  • (SPW-15103) Podium message notifications now have their own Email, SMS and In-App settings for each user
  • (SPW-14991) Deleting a lead source now deactivates it, and the confirmation lists every rule that uses it
  • (SPW-15206) Running a report that's still being built now offers you the one already in progress instead of starting a duplicate
  • (SPW-14258) The Address Book now has a Group filter
  • (SPW-14626) The Prospect & CRM Activity user filter now includes deactivated users and a Not Allocated option
  • (SPW-13735) Pending Appraisal Approval emails now include the sender's name and the vehicle in the subject line
  • (SPW-13433) A Vehicle Type filter has been added to the Listing Dashboard
  • (SPW-14198) First Registered in NZ now accepts a full date as well as a year
  • (VDP-496) Each vehicle display page now tells search engines it's a page of its own, so listings aren't treated as duplicates
  • (VDP-511) The Video Link field now accepts YouTube share links as well as page URLs
  • (AR-1191) Forthing has been added to the test drives line chart
  • (SPW-15390) A new in-house driver licence reader is being trialled with selected dealers

Bug Fixes

  • (SPW-15071) Fixed a blank screen showing instead of the "link expired" message when a password reset link was no longer valid
  • (SPW-14321) Fixed a permission error when opening a record that isn't a test drive from the Contact, Listing or Lead screen
  • (SPW-14342) Fixed automation messages that were never sent appearing in a lead's Communications list
  • (SPW-13813) Fixed automations using the Event Created stop condition continuing after the calendar event was edited
  • (SPW-13051) Fixed deleted users still showing as selected in the wholesaler user pop-up
  • (SPW-13988) Fixed incorrect file titles on downloads from four list screens
  • (SPW-14759) Fixed wholesaler names not showing on appraisal communications
  • (LAPI-1172) Fixed the Lead API not returning the salesperson name and test drive reference
  • (SPW-15450) Fixed the contactless licence and Terms and Conditions capture setting working the wrong way round on manual sends
  • (SPW-14726) Fixed changes to a group lead source from the AutoPlay account saying they'd worked when nothing changed
  • (SPW-14940) Fixed deactivated users still showing in My Users with the Active Users filter on
  • (SPW-15078) Fixed users coming off holiday being returned to lead rotation with their notifications still switched off
  • (SPW-15198) Fixed the Smart Drive label not being added to leads that already had other labels
  • (SPW-14162) Fixed deactivated users still receiving note mentions, emails and SMS
  • (SPW-14554) Fixed the New Lead campaign list showing campaigns from other yards when no vehicle was attached
  • (SPW-15151) Fixed the Test Drive Wizard Terms and Conditions not updating when the yard was changed
  • (AR-1272) Fixed drag and drop on the TV Mode dashboard settings missing the destination box
  • (LAPI-1192) Fixed calendar events being created incorrectly and then duplicated