Feature Updates for CRM Version 2.7.8

Key Takeaways

• New Opportunities - Back on Market Leads (Web)
• More Comprehensive Notification Preferences Control (Web)
• Dialer Optimization for Abnormal Situation (Web)
• Smart Plan supports Private Tags as application condition (Web)
• Task & Appt Improvements (Web)
• New Entrance for Lead Routing (Web)
• Support recording UTM information (Web)
• Cancel the required "Name" and "Email" in Zapier (Web)
• Optimization for Realtor.com auto-import (Web)

New Opportunities - Back on Market Leads (Web)

You’ll receive a notification when the lead has re-registered on a different source.

More Comprehensive Notification Preferences Control (Web)

You can now control more comprehensive Notifications types under Settings > User Preferences > Notifications. Email/Text/Push notifications can now be turned on or off separately.

Dialer Optimization for Abnormal Situation (Web)

When the lead is busy or cancels the phone call, there will be a pop-up alert to inform the agent.

Smart Plan supports Private Tags as application condition (Web)

Private Tags can be selected in the Tag dropdown menu in the applications condition settings under My Smart Plans (not supported for Team Smart Plans).

Task & Appt Improvements (Web)

1) Date & time display for Tasks without a specific time are corrected (no specific time will be shown anymore, only date will be shown).

2) Tasks without a specific time will no longer trigger notifications at 6:00 pm.

3) Now appointments will be successfully synced to Google Calendar, even if the lead doesn’t have an email address association.

New Entrance for Lead Routing (Web)

Lead Routing has been classified as “Lead Distribution” and renamed to “Agent Routing”. This is still located under Settings.

Support recording UTM information (Web)

When you use the website for ads, Lofty will record the UTM (insert definition) information you set, and show it in the timeline. It will help you to monitor your ads.

Cancel the required "Name" and "Email" in Zapier (Web)

Now there are no required fields in Zapier. You can import the leads without email and name to Lofty.

Optimization for Realtor.com auto-import (Web)

We've optimized the lead capture of Realtor.com, the auto-import speed of Realtor.com leads will be improved in this release.