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How can we improve Box+Dice?

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3 results found

  1. listen in and summarise the conversation with the potential client (if the call is made via B+D).

    We should suggest to B+D to add a feature, to listen in and summarise the conversation with the potential client (if the call is made via B+D).

    Whether it is OFI call back, to summarise the buyers feedback and put through the system. Or even a home owner.

    Lazy work! I know. But would assist with easier & more notes being added into B+D.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
    Out of Scope  ·  AdminYvey Colla (Support Team Lead, MRI Software) responded

    Hi Tracy

    When a call is made via Click to Call from the Web App or via The Agent App, the calls are actually via the device connected to the CRM.

    BD has no way of getting access to the 3rd Party Service Providers to listen in/record the calls made by agents.

    So I do not feel this is something we could implement.

    Kind regards

    Yvey

  2. Address Contact by correct name

    As a consultant making calls I want to address a client by their correct name when they answer the phone so that they know they are familiar to me.

    At the moment the Firstname is the only name visible on the contact screen so I would as to speak to that formal name eg/ Trinh rather than the name they go by, eg/ Rose.

    Another example - Nikolaos is his legal name but he goes by Nick. I wouldn't know this unless I clicked Edit Contact Details.

    8 votes

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    1 comment  ·  Contacts, Prospecting & Leads  ·  Admin →

  3. Include Automated Events tick in Contact Timeline

    We use the email blast function to notify buyers of new properties that match their buying criteria, once sent B+D makes an automatic note on the contact wall detailing the email blast and when it was sent. This note is not visible on a contact wall unless the "include automated events" is checked.

    Is there a way that the "include automated events" box can be either checked by default for all contacts or at the very least stay checked after leaving the contacts page.

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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