New Features/Enhancements
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Follow-
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Up:
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Ability to create, edit, view, and complete follow-ups for other users
Currently, follow-ups can only be managed by the current user. The system was enhanced to allow other users to create, edit, view, and complete follow-ups for other usersothers. The permissions are based on branch and role. Using the Team/Agent dropdown, users can access follow-up functionality for other users. Users can also edit follow-ups from the calendar. Changes will be tracked in lead historyin Lead History. Contact Insellerate Support to enable the permissions for this feature.
To mark follow-ups as Complete, users place a check mark in the Complete/Incomplete box.
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See the Follow Ups article in the Help Center for more information.
inTouch: Email Open Date
If a client opens an email, that data is captured and is available for use with My Pipeline fieldsin inFlow. You can use this field in both inTouch and Custom Filters. Adding this field as an additional option will allow you to target clients who regularly open emails. Email open dates can impact your domain reputation. Using this data point to target clients can help protect your domain reputation. Insert screenshotSee Email Report in the Help Center for more information.
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inTouch: Custom Filters added to filter set-up
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Here is an example of the inTouch custom filter selections:
Select Custom Filters in the filter set-up:
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Filter Setup.
Select the Custom Filter you created to apply it to this task
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.
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If you update the custom filter, it will auto-update the inTouch task logic. You can apply the custom filter to one or more tasks and campaigns.
For example
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, if you have a
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setup of campaigns to exclude from inTouch tasks, you can keep one list as a custom filter and update this as needed. It will then apply to all inTouch tasks where the custom filter is used.
inTouch Campaign Filter limit increase
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Currently, SMS requires consent with each application with a partner association. This enhancement will update consent from partners and apply it to all associated applications. See Consent in the Help Center for additional information.
inLead Data Campaigns
If a lead posts to the system where the property state is blank, the system will set the property state by referencing the area code using the home number as the first reference, and if not available, it will use the mobile phone.
Dropdown Filters
When searching performing a search in a dropdown filters, you can typefilter, and partial matches will auto automatically display in the system search results [screenshot]as you enter the search criteria.
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Bugs
inTouch: Data reference field is blank
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