Reporting
Lead Transaction Details Report Management Insight
The latest update to Anyone Home’s Lead Transaction Details report brings even greater clarity to your team’s prospect and resident management by distinguishing between the agent assigned to a task and the agent that ultimately completes it.
- All existing ‘Agent’ columns have been renamed to indicate the ‘Assigned Agent.’
- Three new ‘Completed by Agent’ column build options have been added to display the name, email, and ID of the agent that completed the task.
Optimized Downloaded Report Details
New and improved report details! To optimize the readability of significant report configuration details, all downloaded or scheduled report files will now feature the following UI enhancements:
- Bolded Headers: each section header will now be bolded.
- Date Range Section: The date range filter applied to the report will now appear as a separate ‘Report Dates’ section, rather than being lumped in with ‘Filters.’
All Tour Detail Report Column Renaming
New name, same great data! The All Tour Details report’s ‘Origin’ column is now ‘Tour Set By’, making it easier to track and understand what entity is generating tours for your prospects.
CRM
Bulk SMS Opt-In Invites
Introducing SMS Opt-in Requests! Use Anyone Home CRM’s new Opt-in Request feature to offer prospects and residents the opportunity to re-opt into SMS messages. Mirroring existing mass email functionality, simply indicate whether the message should be sent to prospect or residents, the impacted property of interest, and the desired sender email address to customize your list of email recipients. Contacts that receive the email will be provided with easy-to-follow instructions on how to opt-in to your community’s SMS messaging.
The opt-in email instructions will vary based on whether the recipient has opted out of SMS communications or they simply haven’t accepted their opt-in text message.
- Pending Opt-in: If someone simply has not opted in yet, the prospect/resident will receive an email with a link to our Notification preference page.
- Opted Out: If someone has previously opted out, they will receive an email with the SMS number they need to text, and instructions to send ‘Start.’
Opt-in Request button under Messages > SMS
Compose the email recipient list
Sample instructions for prospects that have not yet opted in
Sample instructions for residents that have previously opt-ed out
Next Release Date:
October 29, 2024
Future Releases
CRM
- Dashboard Enhancements: Changes are coming to the Anyone Home Dashboard, including new KPIs and a refreshed look. Stay tuned for more details!
Maintenance
- SMS Emergency Dispatching: Anyone Home Contact Center will soon offer service technicians the ability to accept emergency service requests via SMS.
