Release Notes - April 2022

Modified on Mon, 18 Apr, 2022 at 12:42 PM

Partners Can Now be Assigned to a Lead Record

After todays update, you can now assign Partners to a Lead Record. Please note that this feature is only relevant if using the B2B Partner Module.



The purpose of this new feature is intended for search functionality within the CRM module. You can now Search for Leads by "Partner": 


*Please Note: Assigning a "Partner" to a Lead Record does not replace the action of "Sharing a trip" with a Partner. Instructions on how to Share trips can be found here.