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New Platform Features: February

Update Concept. Button on Modern Computer Keyboard with Word Partners on It.

Update Concept. Button on Modern Computer Keyboard with Word Partners on It.

Behind the scenes at Boston Logic, we are constantly working on our product to improve your user experience! Now we’re back with our latest product updates for February.

Here’s what’s new this month:

Lead Accept/Reject

Path: Admin > Settings > Configuration > Leads > “Agents required to ‘Accept’ Leads”checkbox & “Rejected Lead Agent” dropdown.

By enabling this feature, agents will be required to accept a lead via a link sent to their email before they can view the lead details. If an agent rejects a lead, it can be auto assigned to another agent in the office (the admin can set a default agent for this in the “Rejected Lead Agent” dropdown) or sent to the Unassigned Queue for manual reassignment.

If this feature is enabled, a new item will appear in the “Leads” drop down entitled “Leads Pending Acceptance”. This page allows office admins to view a list of pending leads and more easily identify problems with agents claiming leads.

http://bostonlogic.force.com/help/articles/Boston_Logic_Article/Lead-Accept-Reject/

Newest Property Display Options

Path: Admin > Settings > Configuration > Property Search > Default Sales Sort Direction > Newest

By selecting “Newest” from “Default Sales Sort Direction” dropdown, you can have properties on the search results page default to newest listings first.

Change “Contact” Owner

Path: Admin > Leads > Contacts > Edit Contact > Owner

Brokers and admins can now reassign their own or shared contacts to a different owner through the Admin portal.

And that’s a wrap! It is our goal to continue to improve the Boston Logic platform each month to provide you with the best user experience yet. So, as always, keep sending us your feedback – we really value it! And be sure to look out for our next round of product updates coming in March.

demo-cta

Spencer Taylor
Spencer is the Director of Business Development at Boston Logic, where he works with Sales and Marketing to drive sales of the company's online marketing and lead management solutions to real estate brokers, and build relationships with clients and strategic partners.
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