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New Features/Enhancements

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Content Library

  • Ability to de-authenticate deauthenticate from Facebook and LinkedIn
    Users can now

    de-authenticate

    deauthenticate from Facebook and/or LinkedIn within the

    FB task

    social media post creation process

    or their User ProfileWhy is this important?

    OR their User Profile.

    • Deauthenticate in your User Profile

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    • Deauthenticate in the Social Media Post settings

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Info

Note
If you add a new Business Page to your Facebook account,

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  • De-authenticate in your User Profile

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  • De-authenticate in the FB Task

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you must deauthenticate and then repeat the reauthentication process. Add all of the Business Pages during the reauthentication process.

  • Social media content creator can set an expiration date
    Users with permission to create social media content can now set an expiration date for the content. The following will occur on the expiration date:

    • Insellerate will remove any posts from Facebook or LinkedIn that used the content template.

    • Insellerate will archive the content so it can’t be used again.

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  • If a user has self-approver permission and no edits are made in the content template, then the task will automatically be auto- approved

    User experience enhancement as before users still were

    Previously, users were still required to approve the task on the Task Management page

    Added Three .

  • Edit all content permission
    A new permission has been added that will allow the user to edit all content regardless of branching or any other view permissions. Please contact Insellerate Support to enable this permission.

  • Added three new custom branch signature tags
    Marketing admins can now add three additional signature tag versions per branch. This will

    enable

    allow for more custom configuration across the Content Library templates (

    Email

    email or

    Flyers

    flyers). Read more about Branching to better understand all the custom marketing options available.

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Outlook Integration

If Once established, if your Outlook integration is disconnected for any reason your connection to Outlook is broken (change in Password or other system reason), the user (such as a change of password or access expiration per company rules), you will receive an email information them that they need re-connect to Outlook for the calendar to continue synchingletting you know that your calendar must be reconnected to continue syncing. Read more about the Outlook Calendar Integration.

Search Permission Update

Admins can now set permissions so users can only see search results for leads they have view permissions for. Default The default permission is that users can see search results for all leads per their branch permissions , but can only open/edit leads they have permission for. Please contact Insellerate Support to update user search permissions.

AgentConnect*

  • Shared realtors are now available to select in the manual flyer Manual Flyer creation dropdown. Read more about how to create manual flyers in the AgentConnect — Agent Connect - My Flyers article.

  • A default flyer template will now be automatically set for Shared Listings. User Users can update at anytimeit at any time.

*AgentConnect information is added early to accommodate the varied time between standard releases.

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Bugs

Content Library

  • Editing an email template

Issue: The

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creator for a template was being updated to the last permission that edited the template.

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The template creator should never be updated.

Status: Resolved

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