Thread: REW Lead Manager 2.5 Suggestions/Questions

Here is a quick list suggestions/question for the new Lead Management System (LMS) -

1.There is no quick view for a leads status on the Lead Management page. All the stats for a lead should be on the main screen. So I know that one lead is more active than other right from glancing on the main screen. I.E. REW Andy only has a few page views and 1 saved favorite. While other leads have 1,000 page views. I am going to go to the other lead first.
a.Also, there is no count for saved searches. This is how I managed my leads and know who I needed to follow up with.
b.Can there also be an email counter stat as well. So I can see how many emails were sent to the lead through the LMS.

2.On the main screen, there could be a “Reminder” button and “Saved Search” button right next to “Add to” and “Add to Group” on the bottom horizontal menu.

3.Ability to change “Status” on main screen w/o having to drill into lead details.

4.The Edit tab for a lead should have the “edit lead” button at the top. If I want to subscribe or un-subscribe a lead, I have to scroll to the bottom of the page.

5.No Edit button for Saved Searches of a lead.

6.Is there a way to setup a reminder for reminders? So it will ping via email or a pop up box when I log in 3 hours before a call or 1 day before a showing?

Please do not misunderstand this post; there are a lot of great improvements to the new LMS. The new calendar and reminders are great. The interface has been cleaned up a lot. I just think a lot of these suggestions could benefit everyone.

I don't even have my 2.5 yet but I really appreciate that others are giving feedback. This will make the system as great as poss as soon as poss. We're all working towards the same goal--excellence/efficiency.

Waiting to learn more about "lite" version for BB

jay

Shane - just so you know, REW 2.5 is considered a "complete" product - meaning we are done with revisions / enhancements for this round.

We certainly appreciate the feedback and it will be taken into consideration for future versions of our lead manager - but this version (including several months of beta testing with some of our higher traffic more active members) is complete.

Thank you for the feedback.

Thanks for the feedback Morgan. I have submitted Work Order requests to have some of these things added.

Another one:

when I assign a lead it arrives with just the lead's email and phone numbber. there is no link to accept the lead. No link to go login and accept the lead.

I will make a work order out of this I guess but it seems like a mistake? Before an assigned lead came with an email offering the agent the chance to login and accept the lead. Now it's as if you're counting on the agent to remember what URL to go to to accept the lead. For new agents receiving leads that does not fly.

j