93 results found
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Order Buyer Leads by First Name/Last Name
We would like to be able to order the list of Buyer Leads by First Name And Last Name
Presently we can sort by a number of fields but not the name:
Use Cases from agent:
When comparing buyer lists with my colleagues on current interest over the phone for example.
If we order by (for eg) “interest level” (in out maybe) the list on my screen comes up differently to other users’ screens and when we walk through the list discussing buyers and their interest we can’t see the list laid out the same way.
Plus sometimes it is…
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Add new contacts date subfilter "over a year ago from today" as a dynamic date
When filtering in the Contacts screen, are we able to please have a new condition for dates: "over a year ago from today" that would work dynamically, the same way as "last year from today".
For example; I want to create a favourite search for "Last Phone Note/Task Completed was at least 1 year ago".
If today is 2022-01-01 I can use the subfilter: Activity Date is less than 2021-01-01 but tomorrow I need to edit my filter and manually change the selected date.1 voteThank you for your Suggestion!
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Residential address filter by project
As a consultant I want to be able to filter for contacts by Residential Building/Project so that I can target residents of a complex.
1 vote -
Sorting buyers by Most Recently Added Note
Prior to Align, buyer leads could be sorted by interest level, last inspection, date added, source, and Most Recently Added Note.
This can no longer be done for source or Most Recently Added Note.
It was of great help to be able to sort the buyer list by how recently they have been updated with notes.1 vote -
Use of QR Code to update contact details
With QR codes getting a bit of traction, I was wondering if you had anything in the works to eventually utilize the technology?
For example, scanning clients QR codes as they enter into an Open For Inspection, ensuring their contact details are up to date etc?
1 vote -
Buyer Lead reports - Source chart
After using many CRM systems in the past, the reports section is really important when we are overlooking at the data we hold. Where we need to understand where our enquiry is coming from is extremely important.
I do think that there needs to be a number next to the source (X came from realestate.com.au, X came from domain.com.au) and a percentage tab.
This looks more professional, and gives more of a story to the pie chart.I do think this should be included and look forward to receiving your feedback.
1 vote -
Add email address to Buyer Leads list screen
Is it possible to add the Email field for buyers into the main list screen?
The main two ways I communicate with my buyers are by phone and email.
With both of these fields displayed on the main list I can see at a glance if I am missing either of these key pieces of information, without needing to click into each one by one.1 voteThank you for your Suggestion!
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Add more flexibility in filtering buyer notes
As a user we would like to be able to filter the buyer register more. Currently we are asking bidders to 'register to bid'. It would be great to be able to filter our buyer register list to those bidders who have registered.
Even going as far as adding a different colour/thumbs up for buyers who have registered to bid, would remove the need we currently face of creating a separate list of buyers who fit this requirement.
1 vote -
Contact search based on listing settlement date
We would like to do this in contacts in order to have the ability to blast with Activity type - purchased / purchaser settled based on the actual settlement date.
We have been advised by Support that the Purchaser/Purchased Activity date corresponds to the date the Sale Activity was entered into the database, and not any of the dates actually entered into the Sale Details area.
A Purchaser/Purchased Activity has a date range, visible when you edit it from the contact timeline (ie between when the sale is entered through to when settlement is entered). The Contact Activity date filter…
1 vote -
Contact activity property type subfilter
When I have a buyer for a block of units that are probably not for sale, I want to ring all the owners of blocks of units on my system, to see if I can convince them to sell.
So I need a list of :
All Owners of Blocks of Units (regardless of if currently for sale or previously sold or not)
I also want the list to be about the Contact (not the property) - I would like to know Owner name, residential address and phone details.Contact filter would therefore be
Activity Type > is any of…1 vote -
Filter by E-Alert sender
As a Database Administrator I want to be able to filter Contacts by
- Looking for is any of Sales (existing)
- E-Alert Status is any of Enabled (existing)
- E-Alert Sender is any of [consultant] (requested feature)
so that I can identify people who were receiving E-Alerts from a departed Consultant and manually reassign those so that the Contacts continue to receive E-Alerts from a person rather than from the default Company sender.
1 vote -
Add functionality to search and filter Relationships
Because there are different types of contact relationships, it would be very helpful to be able to distinguish between these via search filtering, and library communications.
For example;
when sending a blast/email to multiple contacts, I would like to send this only to the 'main' contact of all the sets of partners in my search results.
when composing combined Christmas letters, I want to address these only to husband/wife or partner/partner relationships, and not friend/friend or father/daughter relationships.
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Generate communication for buyers from the Library in the Buyer Leads screen
Business case:
When you are managing/contacting buyers, within the buyer leads screen of a listing, you should not have to then filter for those buyers in the contacts screen, so you can send/generate a library template.
Issue:
There are no 'buyer contact details' merge fields available in the library of the listing/sales screen.
If you need to generate a library template, you must leave the buyer leads screen and filter for those contacts in the contacts screen. This is not very functional.1 voteThank you for your Suggestion!
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