RingCentral Active Call Notification
- Users who have a RingCentral account connected in Agency MVP will receive an in-app notification for calls answered through RingCentral. This can be turned off in your Account Settings.
Automatic Workflow Assignment for Prospects & Customers
- You can automatically assign a workflow when you mark a household as Quoted or Sold.
Add Multiple Emails to Receive MVP Lead Emails
- If you are purchasing leads from Agency MVP, you can have multiple staff members receive an email notification when a new lead comes in.
Lead Transfer Dashboard
- "Master Agencies" can view a list of all households they have sent to their "sub-agencies" on the Lead Transfer Dashboard.
- When a text message is opened from the sidenav, you can click on the household name to navigate to their details page.