Please add a feature to automatically update the 'Last Contacted Date' field whenever we contact a prospect or lead via SMS, call, email, or direct mail. This will ensure the date is always accurate...
It would be helpful if there was an ability to flag Contacts as "Lost" or "Do not mail", and have that translate to all of the properties associated with that Contact. Would be very helpful for...
It is good to see this info when we are on the property's page. Now we have to open the contact's page to see the number of properties owned by a contact
I wanted to suggest a potential feature that would be extremely helpful for investors—especially those of us focusing on foreclosures. Platforms like Propelio display detailed mortgage information...
It would be amazing if we got notified of a text (from a number not linked to a contact), which then we could link it to a prospect/contact from within the inbox.
So if someone texts "got your...
Please add custom fields to the Prospects view. Currently, these fields are not available, which limits our ability to efficiently view and manage key information. Having custom fields in this view...