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Hello,
I want to mention again, this has no relation to my clients agents and accessing the history in the IDX dashboard.
Our client simply wants to view the lead (and history) where ever he is (on the go) right away from the email. He then can assign it to the agent he sees fit for the lead. Routing and Round Robin is not what he wants to do.
And also, when a lead comes through and there is nothing to go off, its pretty much a cold call if you have a name, email and phone.
If, they called with a history and mentioned some properties they viewed, and mentioned something good about the areas they searched, that could open up dialogue and go somewhere further.
Also, give some real thought to these replies, because the last comment had no real substance. My client (your client too) is set to clear $60M in volume this year, so when he speaks I have to listen… and he actually has a great point with this enhancement request.
Please give this serious consideration, it will benefit every single IDX Broker client, not just mine.
-Allen
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Loading...Thanks for the reply Nick.
What the client is frustrated with, is the lead comes, they have to make contact within a few minutes and the email has nothing that he can use to confirm what the client is looking for. All the clicks listed in the email would help a ton and give the agents ammo going into the phone call.
When he has to assign the lead, they have nothing nothing and turns into, pretty much, a cold call to the lead.
This request doesn’t have to do with assigning/routing the leads. It is clearly knowing if the lead is warmer/colder so the broker can assign to the agent he feels has the best chance of converting into a sale within minutes of getting the email.
Zillow, Trulia and iHomeFinder (to a degree) do this with detail in their emails.
The emails being sent out from IDX would benefit greatly with the leads traffic session info leading up to the signup in the message for agents to view once it comes in. If there isn’t any history, then at least the agents would know.
I could build a tool, but this seems like a fairly simple plugging in the getLeadtraffic in to the email template.
-Allen
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