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Eliza Mearns

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  1. Ability to specify a record owner when adding a property/contact/company

    24 votes
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    5 comments  ·  Feature Requests » Other  ·  Admin →
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    Eliza Mearns supported this idea  · 
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    Eliza Mearns commented  · 

    WHEN ADMIN ENTERS YOUR PROPERTY OR CONTACT DATA UNDER THEIR LOGIN & YOU NEED IT UNDER YOUR NAME

    Request Rex allows staff to assign property or contacts to another user.

    So a PA can enter property and contact information against the relevant rep, rathat than under their own name, and rex shows who entered the data (eg pa), and who owns it (eg. sales rep).

    If security is an issue, only allow permissions for the PA to assisgn to their employer/sales representative.

    Painful work around for our office is to provide a list of changes and our GM actions these manually, or for the PA's to login as the rep.

    When multiple pa's working for a single rep, it's painful. Very suprised this is not already available - unless it is & we don't know about it?..

  2. Option to assign a contact to multiple agents

    42 votes
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    4 comments  ·  Feature Requests » Contacts  ·  Admin →
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    Eliza Mearns commented  · 

    I agree, we currently have multiple contacts for each individual, so each rep has their 'own' where this occurs. ..Frustrating.

  3. Dot points for advertisements

    15 votes
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    3 comments  ·  Feature Requests » Brochures  ·  Admin →
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    Eliza Mearns commented  · 

    I agree

    Eliza Mearns supported this idea  · 

  4. Predictive analysis & geospatial mapping = Stronger sales leads

    3 votes
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    1 comment  ·  Feature Requests » Contacts  ·  Admin →
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    Eliza Mearns shared this idea  · 

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