Okay, so it’s not a huge release, but we hope our tweaks make your life a little easier.
First, we’ve saved you a couple of clicks when you want to edit a contact’s name, address or contact info. Clicking the new Edit links in the header now display the relevant tab/area in edit mode.
Also, per many requests, whether you’re viewing the Sales Pipeline from the Dashboard or Contacts menu, you will now see the Future status. (We originally thought omitting it from the Dashboard was a good idea, but we now see the error of our ways.)
Last one—so you’re entering notes to your heart’s content. You’ve got notes related to listings, closings and activities. When viewing a list of them, don’t you want to see what they’re related to? Of course you do, and now you can!
That’s it for now, but trust us when we say there’s an exciting update just around the corner! (Can I say a lot more exciting than this one?!) We’ll keep you posted!Tags: Contact management, CRM, Lead management, Marketing, Real Estate, Real Estate Marketing, Top Producer CRM