New Platform Features: February
March 28, 2017
New Platform Features: April
April 28, 2017
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New Platform Features: March

Leads from StreetEasy Now Available Through our Zillow Tech Connect Platform Integration

Leads from the StreetEasy portal are now available to feed into our system through our Zillow Tech Connect Platform Integration.

Lead Additional  Email Subscription Management

Path: Agent Admin > Leads > All Leads > Lead Detail > Add Additional Email

Agents can now opt additional email addresses into the subscriptions of the parent lead record.

 

 

 

 

Advanced Lead Distribution by Property Sub-Types

Path: Admin > Settings > Agents and Brokers > Agent Edit Screen > Sales Criteria > Sales Property Types

If in an agent profile the “Has Advanced Distribution Criteria for Sales?” check box is selected the admin will not be able to select  Property Sub Type Criteria to for advanced lead distribution.

This will allow admins to have agents who specialize in MultiFamily houses to receive all leads enquiring about Multi-Family Listings.

New Dynamic Form Options

Path: Admin > Content > Dynamic Forms > New Form > Sales Criteria > Sales Property Types

Admins now have access to new options in our custom forms.

Admin Approval

The first new option is the addition of the Admin Approval check box.

When the “Admin Approval Required” check box is selected you will see a new field displayed above the “Send To Email Address” titled “Approval Admin” the admin enters the email address of the individual who will be in charge of reviewing and approving the form submissions.

When the user submits the form then the email denoted in the “Approval Admin” will be notified to review and approve the submission before the confirmation is sent to the “Send to Email Address” that has been entered.

Additionally, you can now create a two-stage from by adding fields and checking “Admin Only”.  If you check “Admin only” then that field will be filled out by the admin as part of their approval process.

 

Item Quantity

The other new piece of functionality is the “Item Quantity” field. By adding this field you can create an order from of items and their associated prices. When submitted the form will come through with the selection amounts and cost per unit so a total can be tabulated.

New Submission Review Options

When reviewing submissions on the review submissions page that the admin reaches by clicking the in the list view of all dynamic forms. The admin has new options. The Admin can now enter a date range to review all submissions in that date range. The Admin can now also export the data in the defined range by clicking CSV by clicking “Export Submissions.”

Contact Custom Fields

Path: Admin > Lead > Custom Fields > Add Another Field > For Contact

Contacts can now have custom fields. Additionally, when you promote the contact to a lead, if the custom field also belongs to a lead, it will carry over the custom field value to the Lead record!

New Endpoints in the Boston Logic API

The Boston Logic Platform API has a host of new endpoints that our partners can integrate with. These are as follows;

Get & Post endpoints for;

  • Tasks
  • Events
  • Messages

Post endpoints for;

  • Favorite Properties
  • Saved Search
  • Property Views
  • Property Notes
  • Lead Relationships
  • Lead properties
  • Showings
  • Inquiries
  • Email to Friends.
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