After receiving several votes from our users for this feature; we’re happy to announce exclude tags are here! Now you can select a tag from lead central or advanced lead filters, and choose from our dropdown menu to “include” or “exclude”. The tag will indicate exclude status with a red…
Do you want all of your luxury leads to go to a top agent? Do you need to route all Zillow sourced leads to your ISA group? Do you want to handle all seller leads that register? Then our new Lead Matching tool can solve all of these scenarios for you!…
Working with two leads at the same time? Now you can simply link their accounts, and keep track of related leads. This is great for couples, people shopping with their parents, business partners, and more. Related Accounts In order to link two lead profiles together just follow these easy steps… In…
“Hey did you get my email?” Sometimes leads don’t respond to our emails, but we want to know that the communications are going through, and not to spam folders. This week we’ve rolled out an easy fix with email open stats! How it works Just below the leads…
One way to increase response, and open rates of emails is to personalize them. We’ve added some new template texts for both Agents & Lenders to help you send more custom emails in less time! New Templates [Saved Searches]: Links to the saved searches on the front end site for…
Welcome Emails This week we’re introducing the ability to add custom headers for your buyer lead welcome emails! These are the automated emails generated, and sent to leads when they register online or are manually added to the CRM. Customize your welcomes with these easy steps: Click into “Lead Email…
During the month of April our development teams are focused on releasing a number of features based on your requests! Let’s kick things off with our new integration with BombBomb. We’ve made it easy to add BombBomb videos into your BT emails. To get started just follow these simple…
Do More With To-Dos! Never miss another follow up. On 2/22/16 our CRM team released some new features to help you stay on top of your current, past, and upcoming To-Do’s! First you’ll notice a new saved segment called “Today’s To-do’s:Calls”. This segment is a new default that pulls up…
