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6 results found

  1. Auto Responder Custom Template - Editable Subject Line

    While we can now create a new custom template for Auto Responder emails, the subject line is hardcoded.

    It would be nice if we could edit this Subject line the same way we can with Blast to make it more personable.

    8 votes

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  2. 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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  3. canned responses for auto responder

    Raised by Bek Kerr One Agency Team Kerr

    In Vault and My Desktop, there is an option to create automatic buyer lead responses per listing.

    This allows you to create listing information that is not currently available online. For example, the client wants the listing to show as current on the portals, but when a contact enquiries they would receive information such as "This property is currently Under Contract"

    Having the listing as current online allows for more interaction with the listing than if it was advertised as Under Contract.

    Having 'canned responses' per listing that the agents have full…

    7 votes

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    3 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  4. 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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  5. 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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  6. 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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