New Features/Enhancements

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Currently, follow-ups can only be managed by the current user. The system was enhanced to allow other users to create, edit, view, and complete follow-ups for other users. The permissions are based on branch and role. Using the Team/Agent dropdown, users can access follow-up functionality for other users. Users can also edit follow-ups from the calendar. Changes will be tracked in lead history. Contact Insellerate Support enable the permissions for this feature.

inTouch: Email Open Date

If a client opens an email, that data is captured and is available for use with My Pipeline fields. You can use this field in both inTouch and Custom Filters. Adding this field as an additional option will allow you to target clients who regularly open emails. Email open dates can impact your domain reputation. Using this data point to target clients can help protect your domain reputation.

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inTouch: Custom Filters added to filter set-up

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