InvestorFuse IF3 Release 3.75 is live and it brings a new feature, the mini dashboard, and a host of other fixes and improvements to ensure a seamless experience in lead management and lead nurture for real estate investors. Check out the release notes for IF3 Release 3.75 below.
🔥 Enhancements for Pro and Premium Plans
Mini Dashboard – When doing all your day-to-day tasks, it can be easy to lose track of your daily metrics. With this in mind, we have developed an easy and quick way for users to check their daily metrics with a single click. This mini dashboard will show you data from your actions completed to deals signed within the day!
👍 Enhancements for All Plans
Remove Unusable Tokens in the Contacts Tab – When sending SMS or emails from within the contacts tab, you’ll be able to use tokens instead of manually typing the information in. Still, there are tokens in there that only work when you are within an opportunity, some examples would be the opportunity address, last offer amount, etc. We have removed all the tokens that cannot be used so users will not be confused.
🛠️ Bug Fixes for All Plans
Inaccurate data on custom date range – There was an issue with filtering dashboard data with custom date ranges, it would show inaccurate data because of timezone discrepancies, this has been fixed now and the filter will be based on your workspace timezone.
Additional campaigns not populating – Opportunities with multiple campaigns would only include the primary campaign when exported, this has been fixed and the additional campaigns will be exported as well.
Tasks are still assigned to a team member that is no longer part of the team – When users were removed before, the system would ask you who to reassign the items to for the user being removed, this did not include the assignments in both the default and campaign settings. This is addressed now and it will update not only the actions, tasks, and opportunities but also the assignments in the entire system.