Follow Up Boss is an all in one CRM used by real estate agents and mortgage brokers alike. it would be a perfect combo as FUB does not have the features RC has and vice versa
It would be great to be able to assign/forward/make notes on a specific voicemail so that once you listen to it, you can tie an action item/team member/date/task to the actual voicemail. Currently adding tasks/messages/notes among team members see...
Be able to display an accurate service level based on my hours of operation.
Currently the Service Level being displayed on my live reporting screens is factoring in calls that came in outside of business hours and were routed to voicemail. Per your CS team, there is currently not a way for the Service Level to only look a...
Admin option to move faxes, messages, and files to another employee upon termination
When an employee leaves the company, it would be very helpful to have the option as the admin to copy all the faxes, messages, and files to another employee that would be taking over the role until the position is filed.
More than 10 third party numbers needs to be added in call forwading
More than 10 third party numbers needs to be added in call forwarding , its very usefull for our helpdesk users who all are working in different shifts.
For people who handle multiple functions within their companies, it would be nice to be able to create Contact Listings for specified customers/vendors to help with organization. For example: a segregated contact group for Customer contacts; a seg...