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.
We launched this feature a few months ago, and will soon be following with automated campaign creation
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.