Page Comparison

2024

Move-in Enhancements for users on SiteLink FMS

Enhanced Move-In experience for users on SiteLink FMS, including updated Text Permission and Lead Note functionality. CallPotential has built a new, improved save process for new leads. Text Permission is now part of the lead and is a required field in the interaction card. For Lead Notes, the Add button is disabled for new leads; one note is available. For existing leads, there’s no change and users will still be able to add multiple notes. See Creating a New Lead from a Walk-In, Creating a New Lead from an (Unrecognized) Inbound Phone Call, and Creating a New Lead from an Existing Customer for updates.

Move-in Enhancements for users on storEDGE FMS

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