Production Release: October 19, 2021
Contact Groups: Improved access to leads and clients in the groups module.
Lead History: Updated verbiage in contact history for leads declined via the CRM mobile app.
Left Navigation: Improved left navigation menu functionality.
Mobile CRM Address Types: Updated mailing address types in the CRM mobile app.
Dashboard: Reminder of the new CRM dashboard rollout.
We’re always listening and welcome your feedback. At your request, we have improved the usability of the groups module. When viewing leads and clients in a group, you can now click on their name to go to the contact’s details page, making navigation much easier.
Pro Tip: Right click on the contact’s name to open their detail page in a new tab or window. This will allow you to work on your lead, then get back to the group quickly and easily.
Lead History Verbiage
We have updated the message shown in the lead history to be friendlier and more descriptive.
Previously, when an agent declined a lead using the mobile CRM app, the message shown on the history tab of the client record said, “Lead Declined by Contact API”.
We have updated this messaging to now read as:
- Lead was declined by assignee via CRM Mobile App.
- Lead was declined by assignee via CRM Website.
Improved Left Navigation
We have improved the functionality of the left navigation menu. By default, the left navigation menu is collapsed. You have the option to expand it by clicking the arrow at the bottom.
For a consistent user experience, the left navigation menu will remember your selection and display consistently as collapsed or expanded as you navigate around the CRM.
CRM Mobile App – Address types
We recently added new address types to the CRM. With this release, we have made these address types available in the CRM mobile app.
The following new address types are now available:
- Buy Property
- Home Value Report
- Market Trends
- Sell Property
In May, we launched the new CRM dashboard. As a reminder, we will be phasing out and removing the link to the previous dashboard with this release on October 19th.
Easy CMA: Fixed an issue with the validation of required fields that was causing an error message to show when creating or editing an Easy CMA.
Flyers: Fixed an issue that was causing an error message to show when creating a flyer using a listing’s MLS ID.