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Option to add multiple fields for phone numbers.
Option to add multiple fields for phone numbers.
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phone number format
Phone number formats must be exact in order to search for the number. If numbers are imported with any format other than numbers only we cannot search them.
Add search function to "include" and not "exact"
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spouse drip
Ability to add a spouse to a text drip without duplicating the contact.
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Be able to filter columns by time stamp Text Messages.
Be able to filter columns by time stamp Text Messages. View the most recent contacts the texted in and be able to use Bulk Actions with the clients. Or update Communications, Texting Center as well. -Ryan Whiten.
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Offer a calendar link where the lead may book an appt with the agent
Offer a calendar link where the lead may book an appt with the agent and it will automatically add to the calendar which then will push into Google calendar.
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Have the account be set up to have two people able to use it and cater to dual Spouse teams.
Have the account be set up to have two people able to use it and cater to dual Spouse teams.- Steven D and Lupe Robbins.
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The ability to click on the address and take you to Google Maps.
The ability to click on the address and take you to Google Maps.-Erica Campopiano
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Able to receive Text AND Email notifications for new leads as the owner of the account.
Able to receive Text AND Email notifications for new leads as the owner of the accounts for all scenarios.
Also, have the ability to select this option since team leaders may be distributing all leads to their team members but still want to be notified.
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Any Integration MIAMI MLS integration - Maurice Williams
Any Integration MIAMI MLS integration - Maurice Williams
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Be able to batch assign Tasks to a Task Bucket.
Be able to batch assign Tasks to a Task Bucket. Be able to tell them to go to a Task Bucket
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Be able to create a source right from the contacts profile.
Be able to create a source right from the contacts profile.
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Be able to see sources from the Dashboard Reporting-Gordon Neufeld
Be able to see sources from the Dashboard Reporting-Gordon Neufeld
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Make it so that we can setup two team routing rules? I need to be able to send a lead to my partner lenders as well as send the lead to my buyers agents, and be able to assign the lender and the buyers agent to a lead. This would make this CRM complete fo
Can you please make it so that we can setup two team routing rules? I need to be able to send a lead to my partner lenders as well as send the lead to my buyers agents, and be able to assign the lender and the buyers agent to a lead to keep track of notes. Right now I have two accounts, one for my team, and the other for my lender partners and it is making things really difficult for us to stay in sync with our leads and its also making it where we have duplicate leads because
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Able to see the Gmail Contact Email threads from the contact activity timeline.
Able to see the Gmail Contact Email threads from the contact activity timeline.
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Able to view associated parties from the app
Able to view associated parties from the app
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Able to edit the CMA report before sending it out in LionDesk- Richard Elias
Able to edit the CMA report before sending it out in LionDesk- Richard Elias
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An option to add the section for Closed Deals to show in on Pipeline Section.- David Carmona
An option to add the section for Closed Deals to show in on Pipeline Section.- David Carmona
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Ability to turn off text messages notifications as well. - Jason Devor
Ability to turn off text messages notifications as well. - Jason Devor
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MLS Integration Metro List: MLS Info - Sacramento Association of REALTORS
Sacramento Association of REALTORS Integration