Build with IDX Broker Forums Enhancement Requests Feature Request: Leads Groups and Custom Lead Group Emails

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    • Kieran Nunan
      Participant
      Post count: 3

      Hello, my client mentioned that she would like to be able to select groups of leads, and then be able to quickly send those leads a custom message directly from her IDX Broker agent admin. The custom messages would be manual, once off communications.

      Taking this one step further, I think the ability to create and manage groups of leads based on specific criteria directly within IDX Broker would be a good enhancement. The lead export function facilitates lead segmentation but the resulting spreadsheet requires further manipulation before it is useful for the agent. What’s more, it is a static resource that needs to be exported and updated on a consistent basis if using it for ongoing marketing efforts rather than once off migrations.

      Thanks for your consideration.

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    • Nick Leech
      Keymaster
      Post count: 179

      There are a lot of CRM’s that are built using our API that allow you to do exactly what you want and more and I would really recommend checking them out: http://www.idxbroker.com/developers/integrations

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    • Kieran Nunan
      Participant
      Post count: 3

      Thanks Nick, I will forward this information to her.

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