Each week needs updates / changes are being done on the new crm system. Please check back weekly for the new updates.
Below is a list of the most current updates:
- Create "Alerts" tab
- Notification Email sent to agent when lead is assigned by another user
- Create mass delete functionality
- In list of emails that were sent to a lead, show time when email was opened on hover
- Implement Religions Settings Screen List and Details
- Change Lead Ownership through new CRM
- Show total # of leads that will receive Mass SMS Message
- Change SMS templates and retrieved data format for last lead activity template
- Additional changes for "Alert When Active" option on Lead info page
- Add Delete Lead button on Lead Details screen
- Add Lead Description box on Lead Details screen
- Mass Task
- Mass Note
- Notes&Calls tab shows more than one Note although it should be displayed only one
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