New REW Lead Management Module - Calendars, action plans and more!
Ok I have been planning on introducing some of the new features of our soon to be released system for a while but being the perfectionist that I tend to be sometimes, I didn't want to start showing it off to much until it was nearly complete - I think that time has come as next week I will be finilizing my list of beta testers for this app - with final production release due July 31st corresponding with the second day of the REW Summit.
So let's get right to it - what does this bad boy look like, and what are some of the enhancements users can expect in the upgrade.
Yup that's it - ain't it purdy
It looks even better with lead data in it :) - So what exactly are you looking at here?
What did I add - what's new, what's cool, how does it work? Don't worry I am getting to that - sheesh!
Where to begin? I suppose the most logical place is that big old calendar you see top right hand side - now as opposed to only being able to select today's leads, this week or this month you can select custom date ranges of far more than just those three categories, and also once you set a custom date range, that session data is stored so that as you move around in the system it remembers exactly what range is specified independ of other preference changes in the system.
Trust me you will LOVE this feature - I know I do (I have been using this thing for all REW lead management on our corporate site for months) - this is probably one of the bigger requests we have received since the advent and launch of REW CMS 2.0's CORE lead management functionality.
You might also notice a "calendar" tab in the top - click that and you can custom manage all of your own events and set your own reminders which is huge and vital for the lead management process - see screen below
Upon creation you can set a single date and time for an event or reminder, or set it for multiple dates and times. You can select attendees from your lead management system or custom add your own unique entries for that particular event and finally choose between email notification or popup notification for reminders of the event (yes you can do both) including being able to specify time in increments of minutes, hours or days before the reminder type for each type selected (again see screen below woot!)
I just realized how incredibly long this blog post will need to be to go over all the new features we have built so I am going to stop here at custom reminders and try to write a blog at least once a week showcasing some other new feature of this up coming module. Stay tuned - and as always, your comments and questions are welcomed in the comments section.