All product changes that occurred in February of 2025 for Salespath.
This month, Salespath is getting faster, and more customizable with new tools to enhance reporting, data categorization, and point tracking. Check out the latest updates below!
More Control Over Transaction Types with OverridesTool
The new Overrides Tool lets you change imported transaction types based on line items. This added flexibility allows you to reclassify transactions as retail opportunities or adjust them based on your wash’s needs. Talk to your CSM on how you can use this new feature.
Track More Than Just Membership Conversions
New data categorization settings allow you to track the metrics that you find most important for your business and put them front and center. Set up your custom categories under Settings > Data Categorization > New Category. Once saved, the new category stats will appear on both manager and salesperson dashboards.
Customize Salespath Points
Tenants can now configure how many Salespath Points are assigned for different standard events. Update point values, event names, and descriptions under Settings > Salespath Points to match your team’s goals.