What is new, and what is coming for Insellerate? Listen to a webinar replay to ensure you take full advantage of all the new features we release and see the vision for where we are heading.
What you will see in the webinar:
January February release review and demo of new or enhanced features
Partner Bulk Uploads
inFlow: Follow-Up dates added to lead history
inFlow Application Panel only shows available actions
Email and SMS Report totals column count will open up Lead Details
My Reports: All Follow-Up report columns added for Created By and Assigned To
Custom Queues: Ability to adjust field views even if you didn’t create them
AgentConnect: User disclaimers are mapped for use
TPO Encompass Field Mapping
Workflow:
Ability to group sections by column in the pipeline panel
Action tool to edit Partners
Referral Partner Report
Ability to group sections by column
The Referral Partner status column added
AgentConnect
Property Panels display the MLSID
Manual Flyers allow you to send flyers to the Real Estate Partner directly
InTouch Primary Agent option in email templates
Removed primary agent check box
Added the primary agent as the default the From Email
Ability to add user-level disclaimers
My Pipeline
Include inactive applications Toggle
Review of upcoming roadmap
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