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.4 votes
This feature exists mostly within the IDX backend. We are looking at ways to “link” the IDX data with our CRM data.
add a trigger to stop the campaign after lead responds4 votes
This feature is near completion.
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 action3 votes
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.
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
This feature is in progress.
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