New Features and Updates: CRM – Import Enhancements for Notes and Tags We have introduced an improvement to the lead import process, allowing greater flexibility when mapping system fields during data upload. Previously, the “Notes” and “Tags” fields could only be mapped once, which caused limitations for clients importing files that contained multiple notes or […]
New Features and Updates: 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,
New Features and Updates: CRM – Dashboard – Activity Column Update The Activity column in the CRM dashboard has been improved for better accuracy and clarity. What’s New: If a lead has never been active on the website, the activity column will display N/A instead of the lead creation time. This ensures that agents can
New Features and Updates: CRM – Deactivated Users – Automatic Task Reassignment When a sub-user account is deactivated, all outstanding tasks assigned to that user will now automatically transfer to the new main agent assigned to those leads. What’s New: During sub-user deactivation, leads must be reassigned to a new main agent. Any open tasks
New Features and Updates: CRM – Templates – Changes to Be Reflected in Campaigns We’ve introduced an enhancement to streamline how email and SMS templates are managed within campaigns. What’s New:When a user edits a template (email or SMS) that is used in one or more campaigns, those changes will now automatically reflect in all
New Features and Updates: CRM Lead Import – Update Existing Leads We’ve upgraded the Lead Import functionality in the CRM to give you more control when managing your database. This powerful new feature lets you update existing leads without the need for manual support requests, streamlining your workflows and saving valuable time. Update Existing Leads
New Features and Updates: CMS/CRM Update — Property View Triggered Showing Request Modal We’re excited to introduce a smart, conversion-driven update to the CMS/CRM system — a Showing Request Modal that automatically engages leads when they’ve shown significant interest in a property. This small, timely prompt can turn browsing behaviour into real showing opportunities, increasing
New Features and Updates: CRM Update: Additional Filter for ‘Call Notes’ We’ve enhanced the CRM dashboard filter “Notes” to include ‘Call Notes’ in search results. Previously, the filter only searched through standard ‘Notes’, which meant valuable lead details stored in ‘Call Notes’ were not retrievable. With this update, agents can now find all relevant lead
New Features and Updates: CRM Update: New “Finished/Stopped” Campaign Filter for Dashboard We’ve added a game-changing feature to the Campaigns dashboard filter—meet the new “Finished/Stopped” operator! What does it do?This filter lets you easily find leads who had specific campaigns applied but are now in either a stopped or finished state. Why it matters:Now, you
All release items for 2.33 are back-end technical fixes that do not affect the CRM or website experience. 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! Facebook Twitter LinkedIn WhatsApp Telegram Email
