New Features and Updates:
CRM - Tasks - Notification Prior to Task Due Date
We are introducing a new feature that allows users to set reminders for individually created tasks. Users can choose to receive notifications at various intervals prior to the task due date. Here’s how it works:
Key Features:
- Customizable Reminders:
- Users can set reminders for tasks at intervals of 15 minutes before, 30 minutes before, 1 hour before, 1 day before, or 1 week before the task is due.
- Notification Options:
- Reminders can be sent via SMS, email, or both, depending on the selected preference in the user settings.
- Bulk Notification Handling:
- If there is an exact task match for more than 10 leads, users will receive one consolidated email reminder for all tasks, but individual SMS reminders for each task.
Benefits:
- Enhanced Task Management: Users can stay on top of their tasks with timely reminders, ensuring that important tasks are not missed.
- Flexible Notification Options: Users can choose their preferred method of receiving reminders, whether via SMS, email, or both.
- Efficient Bulk Handling: The system efficiently manages bulk notifications, reducing email clutter while ensuring that SMS reminders remain personalized and actionable.
How to Use:
- Set Task Reminder:
- When creating or editing a task, users can select the desired reminder interval from the available options.
- Choose the preferred notification method (SMS, email, or both) in the user preferences.
- Receive Notifications:
- Based on the selected settings, users will receive reminders at the chosen intervals via the specified method(s).
This new feature enhances task management within the CRM by providing customizable and timely reminders. Users can ensure that they stay on track with their tasks, improving productivity and efficiency. If you have any questions or need assistance with this feature, please contact our support team.
See how it works:
CRM - Lead Reassigned Alert Templates - Add Lead Metadata Tags
We are enhancing the “Lead Assigned” email notification by including lead metadata tags. This update ensures that when a lead is reassigned to a different agent, the email notification will contain detailed metadata, providing better context and integration capabilities.
Key Features:
- Lead Metadata Tags:
- The “Lead Assigned” email notification will now include metatags as defined by the Lead Metadata standard. These tags provide structured information about the lead, making it easier to integrate with other systems.
- Enhanced Email Notification:
- The email notification will be sent to the receiving agent’s email and any email added to the “CC E-mail For New Lead Alerts” field. This ensures that all relevant parties are informed about the lead reassignment.
- CRM Parser Integration:
- Leads will be created via any CRM parser email that has been added to the CC field (e.g., Follow Up Boss). This integration allows for seamless lead management and tracking across different CRM systems.
Benefits:
- Improved Lead Context: Including metadata tags in the email notification provides receiving agents with comprehensive information about the lead, enhancing their ability to follow up effectively.
- Seamless Integration: The use of standard metadata tags facilitates easy integration with other CRM systems and tools, improving workflow efficiency.
- Comprehensive Notifications: Ensuring that all relevant parties receive the lead reassignment notification helps maintain clear communication and coordination within the team.
How to Use:
- Lead Reassignment:
- When a lead is reassigned to a different agent, the “Lead Assigned” email notification will be automatically sent to the new agent and any email addresses specified in the “CC E-mail For New Lead Alerts” field.
- Email Notification Content:
- The notification email will include lead metadata tags, providing detailed information about the lead. CRM parsers can utilize this metadata to create or update lead records in other systems.
This improvement enhances the lead reassignment process by providing detailed metadata in email notifications, facilitating better integration and communication.
See how it works:
CMS - Site Manager - Preconstruction Listings on Unbranded Websites
We are pleased to announce that agents can now add preconstruction listings to their unbranded websites, just as they do on their branded sites. This enhancement ensures that the functionality and ease of adding preconstruction listings are consistent across both branded and unbranded sites.
Key Features:
- Preconstruction Listings on Unbranded Sites:
- Agents can now add preconstruction listings to their unbranded websites using the same process and tools available for branded sites.
- Consistent Implementation:
- There are no changes in the implementation process. The method for adding preconstruction listings remains the same, ensuring a seamless experience for agents managing both types of sites.
Benefits:
- Increased Flexibility: Agents can now maintain a comprehensive portfolio of listings, including preconstruction projects, across all their websites.
- Consistent User Experience: Both branded and unbranded sites will now offer the same functionality, providing a uniform experience for agents and their clients.
- Expanded Reach: Unbranded sites can now showcase preconstruction listings, potentially reaching a broader audience and generating more leads.
How to Use:
- Adding Preconstruction Listings:
- Agents can add preconstruction listings to their unbranded websites through the Site Manager, following the same steps they use for their branded sites.
- Navigate to the appropriate section in the Site Manager, input the preconstruction listing details, and publish.
- Managing Listings:
- All features and tools available for managing preconstruction listings on branded sites are now available for unbranded sites, ensuring ease of use and management.
This improvement expands the capabilities of unbranded websites, allowing agents to add and manage preconstruction listings with the same ease and efficiency as on their branded sites.
See how it works:
Feeds - TRREB - Kitchen Plus, Total Kitchens - Full Property Details
We are enhancing the TRREB feed to display the values of “Kitchen Plus” and “Total Kitchens” in the full property details. This improvement aims to provide more accurate and detailed information about the number of kitchens in each property listing.
Key Features:
- Display Kitchen Plus and Total Kitchens:
- The full property details will now include fields for “Kitchen Plus” and “Total Kitchens,” showing the exact number of kitchens in each listing.
- Improved Data Accuracy:
- By including these specific fields, we ensure that the data regarding the number of kitchens in a property is accurate and easily accessible.
Benefits:
- Enhanced Property Details: Providing detailed information about the number of kitchens helps users make more informed decisions when evaluating properties.
- Improved Data Accuracy: Displaying the exact number of kitchens ensures that the property details are comprehensive and precise, improving the overall quality of the listings.
- User Convenience: Users can quickly see the total number of kitchens and any additional kitchen spaces, which is particularly useful for larger properties or those with multiple kitchen areas.
How to Use:
- Viewing Property Details:
- When viewing a property listing, users will now see additional fields in the full property details section for “Kitchen Plus” and “Total Kitchens.”
- These fields will display the relevant values, providing a clear understanding of the property’s kitchen configuration.
- Listing Management:
- For agents and property managers, ensure that the correct values for “Kitchen Plus” and “Total Kitchens” are entered when creating or updating property listings to take advantage of this improved data accuracy.
This improvement enhances the detail and accuracy of property listings by including specific fields for the number of kitchens. We believe this will provide users with more valuable information and improve their overall experience when evaluating properties.
See how it works:
Feeds - REBGV - Displaying Lot Size and Title to Land on Sold Properties
We are making important updates to the REBGV feed to enhance the accuracy and usability of property details. These updates include changing the display of lot size to square feet and adding “Title to Land” information on sold properties.
Key Features:
- Displaying Lot Size in Square Feet:
- The lot size in the full property details will now be displayed in square feet (Sq Ft) instead of other units.
- This change aligns with industry standards and competitor practices, providing consistency and familiarity for users.
- Adding Title to Land on Sold Properties:
- The “Title to Land” information will now be included in the full property details for sold properties.
- This addition allows users to refine their search criteria further and obtain more comprehensive information about the property’s title status.
Benefits:
- Improved Data Consistency: Displaying lot size in square feet aligns with common industry practices, making it easier for users to understand and compare properties.
- Enhanced Property Details: Including “Title to Land” information on sold properties provides users with more detailed and relevant data, aiding in their decision-making process.
- Better User Experience: These updates ensure that users have access to accurate and comprehensive property information, improving their overall experience on the platform.
How to Use:
- Viewing Property Details:
- When viewing property listings, users will now see the lot size displayed in square feet in the full property details section.
- For sold properties, the “Title to Land” information will also be displayed, providing additional context about the property’s legal status.
- Listing Management:
- Agents and property managers should ensure that the lot size is accurately entered in square feet and that the “Title to Land” information is included when creating or updating property listings to take full advantage of these improvements.
These updates to the REBGV feed enhance the detail and accuracy of property listings, providing users with more valuable information and improving their overall experience.
See how it works:
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!
