Formula Auto Lease Admin

• Users and Roles is no longer read only. Add a team member, edit a name or email, set a new password, or remove an account. Resetting a password signs that person out on every device, which is what you want when a phone is lost or somebody leaves. • Create a lead from your phone. A new + button in the CRM opens a full form: contact details, the vehicle they are interested in, lease or finance, date of birth, who it is assigned to, tags and notes. A salesperson's lead is assigned to them automatically. • The CRM now opens on Pipeline instead of People, so you land on the board you actually work, and where a new lead appears. • Filter the pipeline by salesperson, with a card count next to each name and a Clear button showing how much is hidden. • The Applications screen now filters by specialist along the top, so one tap shows one person's work. Status moved into the filter panel, and every card now shows the vehicle the applicant asked for. • Open a customer's licence, ID or PDF and share it using the standard iPhone share sheet, so you can copy it, save it, AirDrop it or email it to a lender. PDFs could not be opened at all before.