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Admins can now define a list of calling outcome “shortcuts” that will immediately end the current call, disposition the call, and initiate the next call via the WebPhone. Calling the next lead is now almost instantaneous and enables teams to get work through large lists quickly. The Calling List Tool and WebPhone articles provide more information.
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Custom Filters: Easily Manage Different Data Variables in inTouch
Custom filters Admins can now be created create custom filters without a status or campaign requirement for use in inTouch. This will enable marketing managers to create groups they can apply across multiple marketing documents but only need to update/manage in one location. Example: Retail Team vs. Consumer Direct Team. Create a Custom Filter for each team and apply the Custom Filter
For example, you could create a custom filter for specific teams and apply the custom filter as a requirement within inTouch. Now, anytime Anytime you need to add a user to a team, just update the custom filter and it will populate across every marketing document it is applied to. Here are more The articles on Custom Filters and inTouch provide additional information about these topics.
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Automated Marketing:
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Define Lead Level Preferences for Email and Text
The inTouch Action tool has been updated to simplify the process to turn turning automated marketing on or /off at the lead level via the “inTouch Action” option.
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Partners: Add/Edit Partners on the Borrower Application from Within inFlow
If a user has permission to add/edit partners in on the Partners page, they will now be able to add/edit partners within an application. For example, if a user is associating a partner (Buyer/Seller Real Estate Agent) to an application, they can now add a new partner from the application or edit/update information for an existing partner on the borrower application.
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Details are available in the Creating a Partner in the Web Application article.
Adding a New Partner
Editing an Existing Partner
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Other Improvements
Last Outbound Call Date field
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Content Library: Instagram updates
The Video Caption field has been removed and users can enter the post caption in the “Social Social Media Message” Message field. Same The same field is used for Facebook and LinkedIn integrations.
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Issue: Totals hyperlink were not loading detail.
Status: Resolved.
Issue: Action Name and Email Template Name not populating.
Status: Resolved.