...
| Table of Contents | ||||
|---|---|---|---|---|
|
...
inFlow: Follow-
...
Up Due Dates Added to Lead History
What does this mean to Loan Officers?
When setting a follow-up, loan officers can see the follow-up due dates when you access lead history. Hover over the Follow-Up, which will display when follow-up to display the date and time it is due.
...
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 Partner Workflow.
...
Email Report: Email Details Available for Column Totals
...
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 an entire population.
...
SMS Report: SMS Report Details Available for Column Totals
...
The SMS Report enhancement allows you to access the SMS details for all the total columns displayed at the bottom of the report. This will allow you to pull up all the leads within an entire population.
...
My Reports: All Follow-Up Report
The Created by and Assigned to fields have been added to the All Follow-Up Report.
...
inLead Campaigns
What does this mean to Marketing Managers and Admins?
The screen tip for editing a Post URL go to URL now reads Use this URL to post leads from the third-party lead provider associated to the campaign. Create a ticket at support.insellerate.com to open a Help Ticket.
...
set up permissions for the lead provider to POST to the URL.
...
Admin Custom Queues Using Field Views
...
When making edits to a custom queue, Admins can adjust Field Views that others created.
...
Field View: Required Fields Updates
| Expand | ||
|---|---|---|
| ||
Required fields:
No longer required but included as standard fields when creating a Field View.:
 |
...
Bugs
inTouch: Primary Agent Tokens
...
Issue: Social Security numbers being added to Insellerate that start with 0 “0” was missing the initial 0 “0” passed to Insellerate.
Status: Resolved
...