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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.
For example, you could create a custom filter for specific teams and apply the custom filter as a requirement within inTouch. 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. The articles on Custom Filters and inTouch provide additional information about these topics.
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Automated Marketing: Define Lead Level Preferences for Email and Text
The inTouch Action tool has been updated to simplify turning automated marketing on/off at the lead level.
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Partners: Add/Edit Partners on the Borrower Application from Within inFlow
If a user has permission to add/edit partners on the Partners page, they can now add /edit partners within an application. For example, if you are associating a partner (Buyer/Seller Real Estate Agent) to an application, you can now add a new partner from the application or edit/update information for an existing partner on the borrower application. Details are available in the Creating a Partner in the Web Application article.
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Adding a New Partner
Editing an Existing Partner
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Other Improvements
Last Outbound Call Date field
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