LinkU Platform

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  1. 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.

    6 votes

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

    add a trigger to stop the campaign after lead responds

    6 votes

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    0 comments  ·  Automated Follow Up  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    3 votes

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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.

  4. 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 →
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