Skip to content

Dan

← Customer Feedback for Rex Software

My feedback

1 result found

  1. When a buyers added to REX, there should be a feature where REX will automatically add a track to the buyers. We use a Buyer track 24/7.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Feature Requests » Tracks / Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dan commented  · 

    You can do this easily enough in Zapier (even the free edition as it's a two step Zap).

    Create a zap, add "Lead Created" as the trigger, limit to "Listing Enquiry" in lead types. Then In the second step, add "Create Track", then assign whatever track you are using.

Feedback and Knowledge Base

(thinking…)