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How can we improve Box+Dice?

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4 results found

  1. Lead Flow Auto Alerts

    I'd like Lead Flow triggers added to Auto Alerts.

    I'd like to enable our agents to be alerted the moment a lead hits their B&D CRM from any source so they can action it immediately.

    Triggers should include :
    Reason to Call alerts
    Email events such as opening emails sent from B&D and Active Pipe (where the integration is active)
    Lead Scope tags added
    Any other integrated lead source systems

    Thanks!

    2 votes

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    Gathering Requirements  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  2. Box+Dice could host a PDF as a link.

    It would be great if box+dice could host a PDF as a link.

    What we mean by this, for example, is if we had a contract of sale PDF that we wanted to send via text message link to a client, we could do so by sending them the link that they click that takes them to the PDF hosted by the box+dice website.

    8 votes

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  3. automatically assign the My Contact category to all contacts imported to the DB

    To have contacts automatically pushed across to activepipe they are required to be in a (My contact) category - meaning they are assigned to an agent.

    Currently box and dice does not automatically do this when an agent adds a new contact to the system

    Therefore we need to manually enter contacts from box & dice to say activepipe.

    I suggest this is reviewed as I feel this is a basic feature the CRM should do when gathering data

    7 votes

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    Gathering Requirements  ·  2 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  4. Contact searches based on related Owners

    In order to enhance my database and prospecting management, I would like to be able to search based on related Owners, for example:
    - how many individual property addresses are owned by my My Contact list
    - how many of these properties do I have no email address recorded for at least one Owner

    1 vote

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    Gathering Requirements  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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