New Features (1/9/2019)

1. Updated logic for Action Plans

We have made some re-configurations in the editing of Action Plans to have more understandable and straightforward logic.

For Brokers
When a broker edits an Action Plan, that plan, as well as the included assets, will be updated regardless of who the author is within your company account.

For example, if two brokers within your company are editing the same Action Plan, it does not matter which one is making edits, this Action Plan will be updated and a copy will not be created.

For Agents
When an agent attempts to edit an Action Plan that he/she is not the author of, a copy of that plan will automatically be created.

2. Searching for Notes left on a lead's details page

Now there is another option for finding leads! From the last update of our CRM, your ability to look for contact information within lead entries was supplemented with a new useful tool for searching for any notes you or your colleagues made on a lead's page. Check it out!

3. Ability to see and modify Popular Locations through CRM account

We are constantly working on increasing the efficiency of utilizing your CRM account and website.
Now there are two new options to save you time:

• You can easily change the order of the Popular Locations set for your site by using drag and drop. Just put them higher or lower in the list and that will immediately be reflected on your webpage.
• You can also quickly deactivate any unneeded Popular Locations. All you need to do is to drag them to the lower table named "Non Active Locations" and it will disappear from the site. And vice versa -- to reactivate it pull it back to the "Active Locations" table. 

Enjoy the new features!