We’ve spent some time optimizing the processes behind the scenes. You may notice some faster processing.
Send an Autoresponder Message to a Third Party
We have added the ability to send an email in an Autoresponder series to a third party. You can send something to a Fulfillment House, another person involved in the transaction or an assistant/team member. The uses are numerous.
Take a look at this video to learn more about it:
We also have enhanced the Search. It used to Search the name, company and email fields. Most searches are just for the name. We’ve modified the system to now just search name. On the page the results are listed, we’ve added the ability to then look for that same information in the company, emails, phone numbers, address, city or state.
We will be launching these new features to your system in the next few days.