Contact Tab Changes (10/17/2019)

 

On the right side of the Contact tab we have rearranged and added fields.  The sections of data can be expanded using the double chevron arrows and remain open when moving from contact to contact.

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The Contact Type, Stage and Contact Status has been moved into the Classifications section at the top of the list.  These fields are important and should be used on a regular basis.  We've also added a new field Client Type which identifies if the this is a Buyer, Seller, Seller & Buyer or Rent.

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The Lead Details section keep critical data on leads.  Date/Time the lead came in, Lead Status values as follows: (New, Contacted, Won, Lost, Unknown, Closed Won, Closed Lost), First Contact date/time (this will allow us to track how quickly leads are attended to), along with the Property Type, Value and your estimated probability of converting the lead.  Finally, the agent Assigned to this lead which can be changed if needed.  When workflow activities are assigned to "Assigned Agent" and a new user is assigned then all activities will be automatically adjusted to the newly assigned user.

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The Personal Details section has not changed but can be expanded and collapsed like the other sections.

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The date fields have been moved to the new Contact Dates section.  We've added a new Last sms date which holds the date of the last sms text message that was sent to the contact,.

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The Source Details section has not changed but contains the linked contacts that referred this contact or the agent you referred this contact to if they are moving out of the area.

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No changes were made to the Details section besides making it expandable.

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The Lender Details allows you to link a lender contact similar to referrals which can be used in merge fields of email and sms templates.  

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The Connections section has been renamed to Social Links to retain all contact URL links.  

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The last section is the Record Details to track the Record Owner and other record information.  

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All the new fields are available as merge fields in checklists and templates.  

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Sample of a few new merge fields that are now available - use the double brackets [[ while editing a template to see a full list of fields.  Continue typing a keyword to see any merge fields with that key word...   [[Lender   will show all merge fields with the word Lender in them...

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    Kent Kopen

    Does last SMS affect the Contact Cross Section?

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