Lead’s full name
We have added a new field for leads: Middle Name. This new field will also be available on lead view, along with the new Full Name field which will group the lead’s first, middle, and last name in a single column.
Lead’s address on lead view
We’ve also added the lead’s address fields into lead view along with a new Full Address field. These were previously only visible on lead details and can now be put on a smart list for better visibility.
Custom fields on lead view
Any new and existing custom fields can now be viewed and filtered by on lead view!
Conversation metrics for dialer calls
For all dialer users out there, all dialer calls will now be automatically tracked against the new conversations metrics!
Last inquiry and unreplied inquiry filters for lead view
We have added 2 new filters on lead view: Last inquiry (date-based filter) and Unreplied Inquiry (yes/no filter).
Allow agents to unsubscribe leads
Agents can now unsubscribe leads from campaigns, saved searches, and text messaging directly from the CRM!
Conversation metrics on agent daily goals
Agent daily goals now track conversations!
Please remember to join our biweekly training sessions to learn more about these features!
This is a SUPER exciting update! I’m so glad to see so many of these features launching.
For those that want more insights into these features and our up coming roadmap, by all means join my bi-weekly sessions.
This week is booked for Wednesday, March 26th at noon - reach out to our AM (Your account manager) to request an invite. They have the updated link for each session.
As a reminder - our structure is as follows:
Sharing wins: 5 mins.
Accountabiliy: I personally review a volunteer agents CRM performance in specific metrics
Feature training: Drill down and focus on an important / high value CRM element
R & D showcase - we don’t just announce features, we talk about why they are valuable and answer questions / receive feedback from you, our valued customers.
Do we have any data on how long it takes to have it dial and then leave a message? Could 1 minute be too short? (we don’t want to be counting voicemails as conversations)
The average voicemail greeting is around 20-30 seconds long, which leaves another 30 seconds to leave a message.
I also wonder if anyone has taken longer to leave a voicemail, the awesome thing about this update is that agents will be able to modify that outcome after the call if necessary!
What do users think? Is a minute long enough or too short to leave a voicemail?
Very exciting updates! The one feature that i am really excited about is browser based Push Notifications! I know a lot of our customers have been looking forward to it for some time now.
Just a note, if your custom website is on our old GCE platform, this is a perfect time to connect with your AM about upgrading your website to the latest GKE platform to activate push notifications and also use other exciting features!
Thanks for sharing @FernandoOrtiz
Also just checking the patch - On the report card it says “Conversations made” - that doesn’t sound right. For “next time” (no hot fix required) please just change that to conversations. Get rid of the made “next patch”
There are multiple areas that can block notifications on a device, this is what I found testing on a windows laptop (using google chrome for this example):
Upon clicking “Enable Notifications” the browser shows a prompt asking for notifications permissions, in case users miss the prompt or click somewhere else the notifications toggle is here:
Allowing this should add the site under the browser’s Settings > Privacy and Security > Site Settings, the site should be visible under recent activity (otherwise, clicking on View permissions and data stored across sites shows the full list of websites):
On mobile devices the set up is similar, however, iPhone users are required to add the site to home screen, here’s how I did this on my android device:
Using the CRM through this “app” will now allow the push notifications to be enabled! I found the best results with Google Chrome on both desktop and mobile.
