385 results found
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Business Plan Prospecting Tool
I would like to suggest improving a pipeline feature within box&dice.
When you enter an appraisal it gives you the option to include ‘expected commission’, ‘expected close date’ & ‘close likelihood’ being: remote (25%) possible (50%) likely (75%) and definite (100%)
I would like this data to be able to be used in line with the business plan function through the staff card.
So in the business planning area where you can see on a monthly basis; budget, actual and variance – I think there should be a ‘potential’ column based on the pipeline information put in at the point…
1 vote -
Email Font settings
It would be great to be able to set our preferred default font type and size for emails - rather than having to manually change this every time we send an email.
1 vote -
Add an appraisal type field
It would be great to have an option in the appraisal screen to add the type. eg A (hot), B (warm) or C(cold).
This would help with tracking the type of appraisals agents are going to and check their performance. If an agent is losing all their A appraisals to another company, then maybe they need more training, need to take a more senior person to the appointment with them etc.
It would also be used to measure an agent’s performance – if we have expectations that they will attend so many A B & C appraisals per month.1 vote -
Bulk portal connection set up
Like most Agents, am now going through the arduous process of applying to join some of the more than 50+ portals out there... and was wondering if Box+Dice might consider adding a feature such that you could complete a 'master' application form... and then choose from the various portals you'd like to join (noting Box+Dice would have information on each including free vs paid) and then submit.
Having done several of these now, the information they ask for on each is near identical... from the Agency details... to the Agency license number... to the Agency logo etc...
I don't believe…
1 vote -
Add lead capture Task notes to buyer notes
As an agent who uses the Lead Capture tool, I respond to my web enquiry Tasks using the mobile App, as I can call or email directly from that Task.
After I have completed my call, I would like to be able to add notes that will save into the Buyer Leads section without needing to navigate away and the come back to my next Task.
1 vote -
Property type filter for Blast Email
I would like a way to filter between residential and commercial listings in each property section when creating a Blast Email.
1 vote -
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 Owner1 vote -
Buyer lead residential suburb
Are we able to just enter a buyer's residential Suburb rather than having to enter their full address (which 99% of them do not like to give out). It's an important tool for agents to know where buyers are coming from.
1 vote -
ACL for access to Bulk Contact Import function
We would like the ability to manage access to the "Import" function under More on the Contact screen.
Ideally this could be controlled via user permission levels, as to who has access to bulk import.
We would like this because we have found some agents have imported 'messy' contact data into our database and we would like only specific user levels to manage ANY bulk importing of data.
1 vote -
Receiving Video Link URL from Media Vendor
Would it be possible to receive the “Video link URL” via the Media Vendor integration?
1 vote -
Blast Email restricted to My Contact Category
Currently people are able to send Blast Emails to people who they don't have any connection with (potentially the entire database if they have open search settings) - There needs to be an access restriction option allowing people to only send Blast Emails to contacts who they have a unique category against. This would avoid the situation where someone searches a category, to select recipients for a Blast, but doesn't have themselves selected in the consultants box and as a result, they send a blast to clients they have no association with.
1 vote -
Enhance appointments from the Agent App
When using the app, it would be helpful to be able to create an appointment directly from a buyer or contact screen as you can for a Task.
We would like the ability to add other staff into buyer appointments from the app - we understand this is possible via desktop however not currently possible via the app.
1 vote -
Remove owners residential address after they have been set as a past owner
I think it would be better if when an owner has been set as a 'past owner' or you use 'sold by other' it removes their residential and postal address too, so it doesn't have to be done manually.
1 vote -
Ability to create relationship from the "add contact" window
When creating a new contact via the desktop, in the New Contact screen add the ability to create a relationship/new contact for the contact you are creating
1 vote -
Appointment Time Conflict Notification
Can we please have an alert pop-up when a user is trying to add in an appointment/OFI time at a time when there is already an appointment in their calendar (i.e. a calendar conflict is being created)? Thank you.
1 vote -
1Form Integration
Could we please have an integration investigated with 1Form to allow all tenancy applicants to be automatically created as Contacts in Box+Dice? Thank you.
1 vote -
REST Tenants, Landlords and Properties Integration
Could we please have an integration with REST property management software investigated to allow users to automatically add Tenants, Landlords and Properties into Box+Dice from REST?
1 vote -
set OFIs at 15 min intervals
Could we please have an option to set OFIs at 15 min intervals from the drop down menu (rather than typing) made available? This is particularly applicable for rental listing OFIs.
1 vote -
Email blank subject lines
When sending individual emails, it would be good if the subject line is left blank you are asked to confirm to send it with no subject first.
1 vote -
Trust Fund Release Date
Can the trust funds releasable date be shown on the campaign (like the ad publication date is)?
I think it might be beneficial to be able to quickly see if somethings been charged without having to click into each line.
1 vote
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