Linking the Lead to the Listing via Stepthrough
When you do a step through from the leads section and you want to email a contact, it should link the lead to the listing automatically so you don't have to enter the address, then the subject heading, then the email body. The less an agent has to enter the easier it is to get them to use it :)
Anonymous
shared this idea
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Anonymous
commented
Absolutely. I cannot understand why this isn't already a thing. If I'm responding to a lead for 123 ABC Street, it should automatically fill the listing.
Further to that, if you then select 'Attach Documents' followed by 'Listing Documents' it should automatically pull up the address. Currently you have to search for it again. How often are you going to reply to a lead about a specific listing and want to send documents that aren't tied to that listing?
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Anthony
commented
yes, I strongly support this - since the lead is linked to the property in question, it would be good if when "send email and complete" is selected, or any other lead process, the linked property is automatically selected as the subject property.