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
