Text Message Alerts For New Web Leads
This was a major feature request we just completed! Many salespeople wanted to be alerted as soon as they have a new lead from their website or other online sources. So, now any salesperson can get text message alerts sent to their phone. This works in a "Round Robin" setup, or if one person is assigned to handle web leads. If you would like to add text message alerts, please give us a call at (414) 326-4100, or email support@morethanrewards.com.
Other Updates
1. Auto-Assign Salesperson to Action Sets and To-Do Plans.
A feature that many dealers requested, we've added the ability to automatically assign the "salesperson currently assigned to the lead" during any step on a of any Action Set. Previously, without a particular user chosen on step, the Action Set may have assigned the sales manager, or the step could have been left as "unassigned."
This update also applies to individual To-Do Plans outside of Action Sets. Please let us know if you need a change to your To-Do's or Action Sets, and we'll be happy to make the updates for you!
2. There are 15 new Flag Icons.
We added more icons to our Flag Library to indicate situations some CRM users requested. Feel free to take a moment to edit your flags, or create new ones.
3. New Oops! Error Screen.
We've added links to the" Oops! We're so sorry..." screen. This will help users navigate off of the error -- and hopefully away from the page that was causing issues. We hope users don't see this page, but if they do, we wanted to make it more user friendly. By clicking one of the links, you should not have to click the "back" button in your browser or be forced to sign in again.
4. Email Templates - Remember Folder.
When working in the Email Templates section, HyperDrive CRM now remembers the folder you selected when you leave the screen and come back. This is a small change, but salespeople editing multiple emails were losing their place too often.
That's all of the changes for now!
If you have questions about these new features, or you'd like help using them, please call us at (414) 326-4100, or email us at support@morethanrewards.com.