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Agent Assist
Agent Assist version history
‹ General Info| Version | 2.5.7 (3 variants) |
| Updated | 9 months ago |
| Changelog | What’s new in this release: Onboarding Managers in the Onboarding section, support agent's onboarding. Add a call, meeting, email or record texts. Onboarding agents New agents onboarding look out for alerts to remind you of any outstanding items on your onboarding checklist. Industry insights Within leads find industry-specific training tailored to the industry sector. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.5.6 (3 variants) |
| Updated | 9 months ago |
| Changelog | What’s new in this release: Introducing Onboarding Manager View! Manager’s now have visibility of their agents that are in the onboarding process. Track the onboarding status of each agent, view agent details and stay up-to-date on their progress at all times. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.5.3 (3 variants) |
| Updated | 11 months ago |
| Changelog | What’s new in this release: Collaborate on candidate leads When adding a lead you have the option to keep it OR assign it to another agent. They will be notified by push notifications and alerts in their alert centre. There’s more! From your lead, select the re-assign option to move to another agent. Option available all the way to the Pre-licensing stage of the pipeline Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page |
| Version | 2.5.2 (2 variants) |
| Updated | 11 months ago |
| Changelog | What’s new in this release: Recruitment is here! Following on from the web release, mobile recruitment features are now in app. Add candidate leads and work them through the pipeline. Track interviews, calls and meetings. Enhanced note taking In the Leads and Accounts sections you can now add multiple notes. These include date and times for you to refer back to. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 1.1.0 |
| Updated | 5 years ago |
| Version | 2.4.6 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Onboarding checklist New agent onboarding? You can now check off items on your checklist. See when there are overdue tasks from previous weeks. All this viewable in your dashboard. Onboarding reminders Be reminded weekly to continue to complete tasks. Receive these as a push notification on your mobile device and from within the Alerts section. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.4.5 (2 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Re-assign broker leads Managers, you can now re-assign a potential broker prospect to another agent in your hierarchy. Agents, you will receive push notifications and corresponding alerts. These will let you know new broker leads are now assigned to you. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.4.4 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Broker lead updates Broker lead activities are now part of your the Daily Plan. Viewable on your day view and travelling day. Broker Abandon lead The Abandon lead option located in the lead details remove it from your listing. Cross Brand Sales postcard Now available within the Accounts section, you can select the new CBS postcard. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.4.3 (3 variants) |
| Updated | 1 year ago |
| Changelog | What’s new in this release: Add un-contracted broker leads Add un-contracted broker leads. Broker filter updates New filter options added. Scripts Updates include multiple scenarios and objection handling. Onboarding New features added to ensure a smooth and successful onboarding journey. Add new contact to email activity Add a new contact when creating an email activity! Feel free to send us comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 1.0.2 |
| Updated | 5 years ago |
