New Features (3/20/2019)

1. New filtering for Stage column in Lead Command Center

We have been working on the filter for the Stage column to make it more simple and effective to use. Now there are only two options - you are able to either include or exclude lead stages for filtering (by default, stages 'Archived' and 'Trashed' are excluded from being displayed, i.e. you see leads from all stages except 'Archived' and 'Trashed').

How to use it? Simply click the 'Include' drop down to select what lead stages you want to display in the table or select from the 'Exclude' drop down to hide them.
For example, if you select 'New' and 'Hot' under 'Include' - all other stages are excluded, no need to add them within 'Exclude'. And vice verse - selecting 'New' under 'Exclude' will show you all stages except 'New'.

2. Ability to assign lender on lead routing (for brokers)

As an account admin/broker, you are now able to include a lender to be assigned to new incoming leads through a lead routing rule. Currently you can only add one lender per rule, but please let us know if you need more!

3. Simplified text notifications settings

You may have noticed that we have removed the main toggle for text/SMS notifications. This was confusing and ambiguous, so now there's no need to worry about it! Simply make your text/SMS notifications adjustments as desired for each scenario.

4. Customers can touch the edge of a photo to see the next/previous one (on smartphones)

Not a big change, but we added the ability for leads to switch between property's photos on your website (in photo viewing mode) by touching the photo's edge, not only by touching the 'next' or 'previous' buttons.

5. Sharing emails with your team 

Now you have the ability to select whether or not to share the content of your emails you send to leads with your team. Learn more here.

6. Lots of small CRM user-interface improvements