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
New Features and Updates: New Feed Integration: Victoria Real Estate Board (VREB) A new Victoria Real Estate Board (VREB) feed was added, and we expanded property data coverage to include Victoria Real Estate Board region listings. This feed integration provides users and agents access to a new market, ensuring comprehensive real estate data for properties
New Features and Updates: TRREB: New Filter/Display Fields for Water Features and Property Access Water Features A new filter is being introduced to allow users to filter listings by water features. This update refines search criteria, enabling users to locate properties with specific water features easily, enhancing their search experience and providing more relevant results.
New Features and Updates: DDF: Garage Spaces Remapping and Total Parking Spaces Removal Update Details: The Garage Spaces field will now show “Yes” or “No” to indicate the presence of a garage. Previously, this field used values of 1 or 0, which could be confusing as it implied a count of parking spots rather than
New Features and Updates: CMS – Agent Info: Adding Secondary Number & Email and Displaying in Widgets On the Agent Info page (within the Site Manager), we’ve added two new fields: Secondary E-mail Address Secondary Cell Phone Number Default Behaviour: These fields are empty by default, requiring manual input from the user. Functionality: When the
All release items for 2.28 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
All release items for 2.27 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
New Features and Updates: CRM – Zapier – Update Lead by Email When an agent uses the “Update Lead in AgentLocator” action for the AgentLocator CRM, leads will now be matched by email instead of lead ID. This will make the functionality more useful to agents. Additionally, agents will be able to add tags to
