Thread: Lead Manager 3.0 Improvements Session

Automatic Group assignment options for leads so that brokers or agents can automatically put new leads into a group that triggers a drip campaign.

Preview email button to preview emails before sending that use tags.

Email editor enhancements - spell check, more text size/font controls. Ability to send attachments as a standard feature.

Easier to use image insertion tool for uploading, saving, managing and email images.

Add "view all leads" next to this month, this week options. Also, I think the existing "this month", "this week" would be more useful if they were past 7 days, and past 30 days respectively.

Make "remember me on this computer" the default login option so that users aren't logged out so quickly.

If a user gets logged out while editing an email/note, and clicks submit, then save it somewhere so it can be recovered. Sometimes there can be a LOT of valuable info here that is getting lost. This has upset many of my agents, including myself on a number of occasions.

Add "Notes" to a lead via e-mail- each lead could have a special email address, such as 9874-jmaproperties@rewidx.com and then agents could forward correspondence to this address and have it automatically added to the notes for that lead without having to login to the system. This is a feature of our transaction management system and it is very popular with agents.

So any insight on the "3.0" lead manager?

Curious where this is headed, especially as it relates to better reporting in the backend as super admin and being able to view the "health" of the system from a lead management and lead conversion perspective.

Option to consolidate daily lead reminders into one e-mail.
Option for agents to receive a daily report of their leads activity
Ability to view "lead heat" and "next reminder date" associated with lead on lead management screens
Ability to search for leads by whether they have a reminder associated with them
View reminders on calendar page

Hi REW staff just wondering when we can expect a launch date for the new lead manager. I was one of the attendees at the summit and I thought Morgan was saying around Jan.

That was probably a realistic target at the time, but optimistic so Morgan could push the programmers to get it done. Based on some of the past programs/improvements introduced, there is always more features/programming that gets added, testing needed, unexpected bugs to be worked out, etc. I would bet that June may be a more realistic date to put on your bulls eye.

Thanks Drew! We had some major personal issues since the summit so I haven't launched our new LEC yet. I have checked out every CRM system out there and just want to see what the new 3.0 is going to offer before I pay for changes.

I'm looking forward to hearing more about the new lead manager as well.

I would like to see a place to add a link to their Facebook account. Knowing if they have added me as a friend would be an extra. This would be nice to have in the header (YELLOW) space of the LM on their summary page.

Can't wait to see what the new lead manager has in store. Bump to this, and if there are any updates... keep 'em coming