CRM

All release items for 2.04. are back-end technical fixes which do not affect the CRM or website experience. Facebook Twitter LinkedIn WhatsApp Telegram Email

New Features and Filter Updates: New incoming calls and SMS that are not matching leads in your CRM will be created as NEW LEADS Any incoming calls and SMS messages (that are not matched to any leads in your CRM) will now create a new lead in your AgentLocator CRM. With this feature, more leads

New Features and Filter Updates: Site Manager Update: Website Theme Settings To make it easier to make smaller design changes on your website, we’ve included “Website Appearance” settings in the Site Manager. You can change and customize your website’s primary and secondary colours, font, font size and style directly in the Site Manager. Go to

New Features and Filter Updates: CRM Update: New Listing Email Frequency Option With this recent update, you have more options regarding the frequency of the listings sent to your leads.  Go to the Saved Listing Searches for one of your leads when you click the Edit option. By default, your leads are set up to

New Features and Filter Updates: Upload Pre-Construction Listings The popularity of pre-construction projects in today’s market has driven many real estate professionals to focus on this real estate area. That is why we have introduced a new feature to help you improve your business and marketing strategy! From now on, you will have the ability

Importing Custom Fields Importing your leads is the best way to get started with using Agentlocator CRM. We improved our importing experience to avoid clutter of data and help get your CRM personalized! From now on, you will have the ability to match any import column to an existing custom field in your CRM. In

Introducing Custom Fields: Master organizing your database like a boss An organized database is key to your success. Want to add additional lead information in AgentLocator and track it easily? Use custom fields! This will help you to stay organized and allow you to get the most out of your CRM. Get familiar with custom

All release items for 1.97 are back-end technical fixes which do not affect the CRM or website experience. Facebook Twitter LinkedIn WhatsApp Telegram Email

Choose feature: Advanced Shortcode – Lead ID We added an additional commands section for Email and SMS templates. These are advanced commands that can be used within the source code. To use the advanced commands, you will need to copy/paste the shortcodes into the “View/Source Code” section. If you need to pass the Lead ID

Pin your most important notes and calls What are pinned notes and calls? Pinning a note or a call in the lead’s profile is making it easier to locate important information. Pinned items will be displayed at the top of the Notes & Calls section. You can easily set them apart from the rest of