Auto assigning a match profile from Leads & ofi/inspection contacts
It would be amazing for REX to be able to auto populate a buyer match profile on to a contact when it is inputted into the system from a LEAD & OFI/Private Inspection. It should populate from the property that the buyer enquired on or inspects within $50k either side.
Other CRM systems do this and it is amazing for matching buyers quickly and saves time with the agents having to manually put a match profile on to each contact. This is a must have ASAP for agents using the system efficiently and being able to confidently tell an owner how many buyers we have in the system within their price range.
I am getting a number of complaints from my agents about this issue. It is getting to a point where I am going to have to let them use other CRM's. This is not an ideal situation for me to be in.
I have just contacted them regarding this issue. It is ridiculously time consuming to have to create a buyer profile for every lead. This is a no brainer and should definitely be automatic.
Michael Sunderland commented
This is an absolute must have. Other CRMs have this feature.
Please vote for this upgrade.