LinkU Platform

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  1. Add an email column to contacts view in CRM

    Add an email column to contacts view in CRM

    4 votes
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      0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
    • Have the CRM track the homes a person looks at on your web site.

      When someone logs on to the website and searches for homes anything they click on should be saved to the contract in the CRM so we know what they are looking at. We can then set up a search more to what they are looking for.

      2 votes
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        1 comment  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
      • add a trigger to stop the campaign after lead responds

        add a trigger to stop the campaign after lead responds

        2 votes
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          0 comments  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
        • Calendar Specified Dates to add into campaigns

          We noticed there are several holiday emails but I can't add them to any of our campaigns because I can't add them in for a specific date, like 4th of July, so the holiday emails basically won't work in any campaigns. It would also be nice if we could choose specific dates for Bday's, home purchase or wedding anniversaries, etc...Also, once you get to the monthly emails, there isn't a way to add an extra email/voice blast or sms when there is only 1 event choice in the month...maybe an added bi-monthly option might help keeping more engaged with the…

          2 votes
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            1 comment  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow agents access to lead manager through LinkU Broker agent login

            Agents with the LinkU Broker package should be able to see the lead manager as one of the allowed admin areas to avoid having to use difficult third-party-CRMs.

            2 votes
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              0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →
            • We need a task added for "end of campaign".

              We need a task added for "end of campaign". So we can add the task to the end of each campaign and then decide our next course of action

              1 vote
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                0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →

                We are working on this functionality now. You’ll have the options to loop a campaign, or move to a new campaign, stop it, etc.

                You can already add a task at the end of a campaign if you want to schedule manual intervention.

              • Add an option to attach PDF's in the campaign email message settings for CMAs, etc.

                It would be nice to have the option to attach files such as PDF's within the campaign email message settings. This would be helpful in keeping the email correspondence in-sync in terms of appearance. Otherwise, I am left only the option to email a CMA separately from my email outside the LinkU platform and which would have a different appearance than my other campaign messages clients are receiving from me. This would simply help keep it all consistent in terms of appearance and feel.

                1 vote
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                  1 comment  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
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