What's New

Lead Management Improvements

• Lead Quality Reviews: Review lead quality with thumbs-up and thumbs-down ratings.
• Lead Notes: Add notes about lead quality and call reviews.
• Lead Follow-Up Tracking: Mark leads for follow-up or additional review.
• Review History: View who reviewed a lead and when, along with its review status.

More Flexible Campaign Targeting

• Lifetime Value Filtering: Target customers by lifetime value when creating message campaigns, without needing to assign tags manually.
• Updated Recipient Lists: Scheduled campaigns refresh their recipient lists at send time to account for changes to customer information and campaign exclusions.
• Appointment Scheduling Links: Add a direct appointment scheduling link to marketing messages using the new Appointment merge tag.
• Improved Social Media Controls: Social media scheduling options are displayed based on whether the location has the applicable posting service.

Improvements and Bug Fixes

Marketing Campaigns and Messaging

• Improved email delivery status reporting so message statuses more accurately reflect delivery information.
• Improved SMS delivery handling for phone numbers that cannot receive text messages, helping prevent repeated delivery failures.
• Corrected customer name merge tags so messages can display the intended contact's name.
• Fixed an issue that could prevent recommended repairs from appearing in automated marketing emails.

• Fixed an issue that could prevent eligible customers from being selected automatically for message campaigns.
• Improved appointment reminder scheduling for eligible appointments.
• Fixed duplicate appointment reminder messages and duplicate phone follow-up tasks.
• Improved campaign saving, searching, and recipient management.
• Corrected the display of campaign dates and message queue navigation.

Email Templates

• Improved email footer display.
• Corrected privacy policy link behavior for locations with their own privacy policy.
• Fixed an issue affecting privacy policy and unsubscribe links in email template previews.

Social Media Management

• Improved sorting and filtering for social tags by location type.
• Corrected social post editing and deletion behavior based on user permissions.
• Improved access controls for social posts, campaign tools, email templates, and tags.

Leads and Customer Management

• Improved lead call transcript handling and lead review workflows.
• Corrected the display of selected lead markers.
• Improved customer alert filtering for invalid email addresses.
• Corrected customer information options when editing company records.

Invoices, Reporting, and General Improvements

• Restored the Tax Rate field when viewing invoices.

• Corrected the formatting of negative profit amounts.
• Fixed issues affecting invoice viewing and customer invoice history.
• Improved reliability when saving account options and location appointment settings.
• Made additional stability and performance improvements across the CRM.

Thank you for using Drive. We continue to improve the CRM experience to help your team manage customer relationships, communicate effectively, and support business growth.