New Features/Enhancements
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When setting a follow-up Loan, officers can see the follow-up due dates when you access lead history.
A screenshot shows the follow-up date not in QA 1/10
Partner Workflow: Bulk Upload to Create Partners
What does this mean for Loan Officers, Sales Managers, and Admins?
Insellerate has a new bulk upload option to add your Real Estate Partners. Users with the Bulk Upload permission can use upload functionality to add Real Estate Partners in bulk so that loan officers can use the Parter WorklfowPartner Workflow.
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Need a bulk upload how to article. It is not in QA yet?
Email Report: Email Details available for Column Totals
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The email report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within a total an entire population.
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SMS Report: SMS Report Details Available for Column Totals
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The SMS report enhancement allows you to access the email details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within a total an entire population.
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My Reports: All Follow-Up Report
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What does this mean to Marketing Managers and Admins?
The screen tip to edit for editing a Post URL, you need to open a customer Support Ticket.
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Admin Custom Queues Using Field Views
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Required:
No Longer Required but included as standard fields when creating a Field View.
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