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This will define what automated marketing is sent to all newly created leads by default for the user.

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Lead Level Control Settings: inTouch Action Tool

The user can override the User Level Profile settings at the Lead Level by selecting the inTouch Action Tool for a specific lead.

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When first opened, the Lead Level Control settings all are defaulted to No Selection which means the User Profile Settings will be used.

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The user can then select a specific communication type and decide if marketing will be sent “Yes” or “No” for that lead. Any settings added/updated on this popup will be applied to the lead.

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Users can now filter the Marketing Report by Branch.

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SMS Responses: Added to Engagement Report Detail Popups

Nowhere in the Engagement Report is the user able to see the actual SMS sent and the response. A response was not available prior to the release on this report.

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Fixes

Partner Branch Fields:

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