Happy Monday Everyone!
The Product Delivery Team has been working hard behind the scenes, fixing bugs and improving the CRM, to make sure you get the best Renaissance and CRM experience. We have just finished a exciting new release for Renaissance CRM users in August.
Below is a user-friendly guide to the new or improved features that will be available to Clients that have the latest install of renaissance (version 24.7).
Leads Page Redesign
We have completely redesigned the leads details page, in order to make our leads page as mobile friendly as possible so Clients can review, contact and action leads. For more a more detailed walkthrough of this feature check out the New Leads Details Webinar from Morgan Carey. we also have a Video User Guide to showcase this new feature too.
Relationships in the Lead Details Page
We have added the ability to add relationships between Leads in the CRM. Go to the Lead details page and select the option to add a relationship. A flyout will appear to allow the Agent to add a relationship label, this can be anything they type. Then you can search for the Lead by typing in the Leads name and select save to complete the relationship link.
Please Note: Relationship is only one way - if you add a relationship to a Lead it doesn’t get reflected in the other Lead.
Report Card and Daily Goals
Agents now have an option to add daily goals and to run daily reporting to see their progress and achievements. For more information on the feature check out the Agent Goals Video walkthrough.
To My Setup>Agent Goals and select the daily goals. The daily goals will be preset already. These goals will be default available and users can’t delete them, only toggle them off or on. We have added some default daily goals targets with 30 calls, texts and sent emails a day.
In the Daily Goal page you can see the goals which are:
- Calls
- Emails
- Texts
- Appointments
To access your personal report card on the Agent View, select the Grade me option. Then the report modal will appear, showing the overall score based on the amount of calls, emails, texts and appointments booked vs the daily goals set.
Redesign & reorganize the my setup for Leads - Add CTA for More Leads
We have redesigned the My Setup modal in the lead view, by category all the actions you can take to organize and action your Leads. We added a new feature where Agents can select the option to get in contact with REW Account Managers to get more leads. In the Lead View>My Setup there is now a CTA to Get More Leads.
Once you have selected the Get More Leads CTA a new form will appear. Simply fill out the form and an REW Account Manager will be in contact.
Add multiple CC’d notifications in Renaissance
In the notifications section of the Agent page, you are now able to add cc’d emails to include other agents to your notifications. All you need to do is in Agent>Notifications select the Add CC option and type in the email address you want added to these notifications. This new feature is available for New Leads, New inquiries and form submissions are received, An assigned lead saves a new search, An assigned lead adds a favorite listing and when New leads enter the Shark Tank.
Add Agent restrictions in Compensation Tool
We now have added the restriction for the compensation tool, so Agents who have the ability to add in compensation data can only add this data to their own listings. This new permission is available in Agents> Permissions>Listings Privileges called Listing Compensation Tool.
New disclaimer field added to Compensation Tool
We have added an option to add a disclaimer field in the Settings>IDX>Compensation. This means that only users with an Admin permission can add a disclaimer. If they add a disclaimer then that disclaimer appears in every listing in that feed.
Switching from SMS email to Twilio text notifications
We have now have the ability to use the REW Texting feature for users to receive notifications from the CRM. The text notifications Agents will receive are from the Twilio number provided when your Twilio account is set up.
The cellphone field is moved up into the core Agent information in the Agent Summary page and will be the phone number that is used to receive the CRM notifications. Under the cell phone field in the Agent summary page if you hover over the '?’ you will read text to say that this cellphone number is used for REW texting.
Once the cellphone number is added, go to the notification settings where there will be the option to select REW Text options for Agents when, new leads are assigned and when leads make inquiries and form submissions. Please note: If shark tank is enabled then that is also an REW text option.
Add response percentage times data to Agent View
In Agent view you can see the first response times in a percentage:
- First Response Call = the percentage of calls as first responses to assigned Leads
- First Response Text = the percentage of emails as first responses to assigned Leads
- First Response Email = the percentage of emails as first responses to assigned Leads
- First Response Rate = the percentage of responses as first responses to assigned Leads
Formula = Of the assigned Leads divided by the amount of first calls/text or emails. Please note these data sets exclude automated texts and emails.
Tool to hide/remove broker commission from Agent Deals
In Agents permissions under Deals Privileges there is an additional permission to show or hide broker commissions in the deals view. This is automatically not selected, meaning if you want the Agent to view brokerage commission and data in Deals, you must select this option.
If selected the Agent will be able to view the broker commission totals card and the broker commission column. They will be able to select this option in the deals filters and create saved smartlist and views with this data.
Add a field to the routing rule screen to include or exclude forms
In the lead manager settings in the routing screen we now have provided the option to include forms. So new leads that have filled out and submitted forms can be routed and assigned to an Agent or Pool.
Speed to Lead action plan for Agent in REN installs
Now in every new Renaissance install there will be the action plan speed to lead available. In Leads>My Setup> Action Plans the Speed to Lead action plan will appear. This means that admins can edit or delete this action plan, and agents can see this action plan and its associated tasks if their leads get assigned to this action plan.
Speed to Lead is an action plan made of 15 automatic tasks over 7 days to ensure you are communicating effectively with your new leads.] Please note that Agents need a permission checked to make sure they can create, assign or unassign action plans for their leads.
Add three new fields called First Call Time, First Text time and First Email time.
Three new columns are available in the Leads view called first call time, first text time and first email time. These are the time duration between when a lead is first created and when they are first contacted via call, text or email.
Search leads by quick notes & deals in Lead View
Agents and Admins can now search by the content of their leads’ quick notes. In the Lead view select the quick notes filter and type in the words you want to search via quick notes.
