New Lead Summary Panel
The New “Lead Summary” panel is now in place (go to Leads > Lead Summary). This is a significant update on the old view. The clean modern layout helps you quickly focus in on meaningful information.
In summary, this new view helps you to quickly see
- the next follow up and last interaction with the lead
- how leads are engaging with MLS data in your website
- the communications coming in from (and going to) your leads including emails, calls, inquiries – and notes
- a summary of Property Alerts and Drip Campaigns.