Text Message feature is Enhanced

Exciting new ‘Text Message’ features are now available in your Relocation Specialist (ReloSpec) database!  In the past you have been able to send a Text Message by clicking the FORMS link, browse to ‘Text to Assigned Agent’, complete the text and SEND.  Now it is quicker and easier!  From the Referrals List grid, click the ‘TM’ link in the Assigned Agent Last Name field or the Referring Agent Last Name field and the Text Message page opens with the Text Address already entered.  Once the text has been sent, the text is added to the Notes table automatically!

But, it gets better.  Now you can schedule texts to be sent using Action Plans, and AutoPilot.  Do you want the AutoPilot to send a text to the agent, and schedule it in advance?  Now you can.  New buttons have been added to the Action Plan Items and the ToDo pages so that you can instantly insert the agent’s Text Address, then have AutoPilot send the text on the scheduled date!

All of this assumes you have the agent’s Text Address entered in the Agents table.  You’ll need to know the cell phone number and the service provider.  There is a handy list of service providers in the Agents table UPDATE page.  You’ll be combining the cell number + the service providers address.  For example, if the number is “4025906910” and the provider is AT&T then the Text Address would be 4025906910@txt.att.net.  Then, whenever the agent is selected from the Agents table, the Text Address is copied into the Referrals table record and is available for Action Plans or AutoPilot to use.

Can I apply an ActionPlan to more than one record at once?

Absolutely!  First make sure you have created the ActionPlan you want to use.  Then follow these easy steps:

  1. On the Main Referral Page Press the blue SEARCH button at the top of the page
  2. Locate the records you are wanting to add the ActionPlan to
  3. When the referrals are displayed click on the ToDo link on the left-hand side of the page
  4. Click the View The ActionPlans box
  5. Next select your ActionPlan
  6. At the bottom of the page click the 2nd box that reads

                                        Add this 1 Action Plan Item to the ‘To Do List’ for ALL XXX Referrals  based on this Search Filter