Release 2.41.

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CRM - Campaign Editor – Improved UI for Edited Actions & Silent Hours Placeholder

We’ve made the Campaign Editor easier to navigate and more intuitive:

  • A clear border and icon now highlight the edited action, so you always know where you work within the e-campaign editor.
  • When you enable Silent Hours, a default placeholder of 9 PM – 9 AM will automatically appear, helping you quickly set appropriate quiet times for communications.

 

CRM - Lead Sharing by Board for Corporate Accounts

We’re introducing a new Lead Sharing option, By Board, which is available exclusively for corporate accounts. This enhancement eliminates the need for manual lead re-assignment and ensures leads are distributed only to agents working in the relevant areas.

With this feature:

  • Leads will be assigned by round-robin to agents who operate in the area where the lead signed up.

    • Example: A lead signing up on a property in Toronto will be assigned to one of the TRREB agents.

    • A lead signing up on a Vancouver property will be assigned to one of the GVR agents.

  • The agent’s board is automatically detected based on the feeds configured on their sub-user website.

  • A new option to assign a Designated Agent has been added:

    • This agent will receive leads that sign up for properties not tied to any feed/board.

    • The designated agent will be responsible for re-assigning such leads.

    • If no designated agent is assigned, these leads will go to the website owner.

  • We’ve also improved the UI design of the Lead Sharing settings for better clarity and ease of use.

CRM - Mass Emails – Monthly Remaining Emails Counter

We’ve added a monthly email counter to the Mass Emails section in the CRM. This feature allows better campaign planning and avoids failed mass email attempts due to insufficient credits.

With this improvement:

  • Users can now see the number of remaining emails for the current month directly in the top-right corner of the Mass Email overview page.

  • This helps clients plan their campaigns in advance.

  • Users can also purchase additional email credits ahead of time, preventing interruptions when sending mass emails.

CRM - AI Bot – SMS Notifications for “Needs Follow-Up” Detection

Previously, when our AI Bot detected that a lead required a follow-up, the assigned agent only received an email notification. With this update, agents avoid missing critical follow-up opportunities and improve lead engagement.

With this update:

  • Agents will also receive an SMS notification whenever the AI Bot flags a lead as “Needs Follow-Up”.

This ensures that agents can respond promptly even when away from their email inbox.

CMS - Websites – Mobile UI Improvements

We’ve made several updates to improve the appearance and consistency of websites on mobile devices and provide a smoother, more professional user experience.

The improvements include:

  • Adjusted spacing between sections for a cleaner look
  • Improved padding and margins for better readability
  • Ensured font consistency across sections
  • Fixed the distorted footer section for a more polished appearance

Need help with our new features?

 If you have any questions or feedback, please feel free to contact our support team at support@agentlocator.ca, and we will be happy to help!