Feature requests

Currently, if I STOP automations, I stop them forever. What if I want them to stop for a period of time, but then to restart them? The current solution to that question is to SNOOZE them, but snooze DNDs the contact and I can't free text them myself. Often I am finding myself engaged in a text conversation where I DO NOT WANT automations to send that make it look like I don't know what our current conversation is, but I don't want to SNOOZE and DND the contact. If my free text conversation runs cold, I want the automations to resume. So there should be a STOP AUTOMATIONS and then a START AUTOMATIONS.

When a call comes in, we're told to type the number of the caller into the search box. My suggestion would be that we get a pop-up showing who is calling at the time so that we can see their information right away and be able to answer them knowing who it is and the reason for their call. I find that I have to enter in the phone number, click on their name, then select additional information just to find out what type of lead they are to say the reason for the call, causing me to fumble around and sound unprepared. I also would suggest that what type of lead they are such as-MP, Life, DFL, should be part of their basic information and what we see when we select person. It's a lot to have to select the person and then go to additional information within the first 5 seconds of the call so that we sound professional and put together. If you were going to add the pop-up when someone calls, that's the basic information that I would at the very least like to see show up. Or even if we had the option to add what information we would like to show up on the form that would pop-up when a caller called in, that way we have control of what is on the form for our own preferences. Plus, to be able to view the PDF from the pop-up would be great since not all of the information would load on the initial form from the ID caller, being able to view the original PDF from Opt would make the call a lot easier.

When someone tells me that they are not interested, I seem to have several places where I have to record that. -Under Lead Status Update (Green tab) I can choose Not interested and that changes that lead not interested in Opt. Under Additional Info/Lead Information, I can also Choose not Interested that changes their status to Not interested in Switchboard. I can select DND under Contact on their profile page I can move to LOST by dragging on Deals Page or selecting on lead in Deals page If I want to record status changes in both systems, select DND, and move to LOST in pipeline, I have to remember to do it all in many pages and places (4 total). It would be great if I could just do it all in one place with couple clicks.

When a client is a landline or has blocked your text and you get 3 to 5 unsuccessful texts/emails, the campaign will stop as not to waste our resources on a client that can not respond because they are not getting texts. As a second note, if we could have a report of Clients that get failed text//emails, an agent could prioritize calling them first as they do not receive campaigns

If we have specific hours that we are not working and clients are texting or calling in during those hours is there a way to identify the agent you’re calling is not available at this time they will get in touch with you this is an automated system with message leave information.

Can we add a button on the nav bar to 'one click' send enrollment information to the client fo rth QuilityRx program? We already have most of the data points in the profile and it would be an easy solution to increase enrollment and potential utilization of the program program.

Something the Ninja dial had, was you could use your phone as the phone number within the system, so it really cut down on the phone costs.

When I go back to a client that I previously snoozed - i see the snooze tag and the DND flagged but I can not see the actual date the campaign will resume.

In Opt, written leads often include more than one phone number, sometimes indicating which is mobile phone. The import only pull one phone number, and when I look up a lead in OPT and find two or more, there isn't a field for additional numbers. Please add up to 4 phone fields and import all the available data and then also allow us to change which is textable if we need to.(with a check box or something)

When I'm in the chats and calls screen, I can't click on the client to update their info - I have to go back to the CRM and search for them, then update, then go back to chats and calls. We need to be able to click on the client from the chats and calls screen, update their info, and then move to the next. Thanks!

We need to set the system to contact razor ridge leads as they come in after hours but not let them book at off hours. If a lead comes in at 10pm, they should get a contact, but as I understand the system it won't reach out unless it's during your set business hours. Speed to lead means they get quick contact but we don't want our calendars open where someone can book all hours of the day

Especially when loading your older leads for the first time, you are bound to receive a lot of "STOP" text messages back from clients which opts them out of texting but you would have to manually go in and update that to "DND" for all. On the mobile app, it does not mark them DND at all. Then the "STOP" text automatically moves the lead to "Hot Leads" because they responded when most likely it's a lost lead.

Problem: Our messages are upsetting people when they arrive early in the morning, or on certain days of the week, and on certain holidays. This turns them off to the point where they will not speak with us and they Stop text messaging impacting our ability to put mortgage/financial protection in place for them. We get negative feedback from prospects when messages show up at 7:05 a.m. and it is usually accompanied with the word STOP which turns off our ability to send text messages to them. Solution: We need the ability to set the start and end time for ALL automated messages by day of week. (one exception noted below) For example start time and end time on Monday - Friday may be different than Sat and Sun. These parameters need to function properly in the prospect client's time zone. At this time there is no control and sometimes messages go out at 7:03 a.m. to people in CST as I am in EST. ALSO, we need the ability to turn off messages on specific days of the week like Sunday, and specific dates (holidays) as some people are very turned off when they get messages on Thanksgiving, Christmas, Yom Kippur etc. The one exception to time parameters could be the final reminder for an appointment that goes out 30 minutes prior to the appointment. That specific message still needs to go out 30 minutes prior to the appointment regardless of these parameters. If you have an 8:00 a.m. appointment with someone it is OK to send them a reminder 30 minutes before the appointment.

In the notes section can we add a CQF to fill out or just a template that can guide us like below: DOB- occupation- height/weight- health issues- Medications- Spouse DOB- occupation- height/weight- health issues- Medications Mort Amount Property value loan terms month mort payment beneficiary of home

There's no advantage to seeing only twenty at a time. It's just another needless click to see what you want.