Skip to end of banner
Go to start of banner

Release Notes 160 - 1/12/24

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Next »

New Features/Enhancements

Highlights

Calling List Tool: Calling Outcome Shortcuts

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 through large lists quickly. The Calling List Tool and WebPhone articles provide more information.

image-20240111-005539.png

Custom Filters: Manage Different Data Variables in inTouch

Custom filters can now be created 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 as a requirement within inTouch. Now, 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 articles on Custom Filters and inTouch.

image-20240109-165221.pngimage-20240109-165354.png

Automated Marketing: easily define lead level preferences for email / text

Intouch Action feature has been updated to simplify the process to turn automated marketing on or off at the lead level via the “inTouch Action” option.

image-20240109-165848.png

image-20240109-165710.png

Partners: Add/Edit Partners from Within inFlow

If a user has permission to add/edit partners in 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.

image-20240109-170635.pngimage-20240109-170855.png

Other Improvements

Last Outbound Call Date field

Updated to display the user’s local time per computer settings.

Content Library: Instagram updates

Video Caption field has been removed and users can enter the post caption in the “Social Media Message” field. Same field used for Facebook and LinkedIn integrations.

Flyer History and Social Media Post reports

Sort default updated from newest to oldest.

Bugs

Email Report

Issue: Totals hyperlink were not loading detail

Status: Resolved.

Issue: Action Name and Email Template Name not populating

Status: Resolved.

  • No labels