Enhancements Timeline

January 2020

Lead Geek Watch Overview

  • Lead Spotlight on Home Page
  • Tasks added to Neglected page
  • Lead Note Filtering Sys vs Manual
  • Special Notes on Leads
  • Gamification for Sales
  • Automated Webform Foldering
  • Quick Actions added to Shark Tank

February 2020

Lead Geek Watch Overview

  • Centralized Leads Launch
  • User Calendars added to Home Page

March 2020

Lead Geek Watch Overview

  • Centralized Lead Order Controls

June 2020

Lead Geek Watch Overview

  • Lead Geek Podcast Launch
  • Login Page Tips
  • Real-Time Quoting
  • Bulk Quoting
  • X-Date Follow-up Workflow Quotes
  • Quote Reporting
  • Prospect to Customer Flags
  • Line Breaks added to Custom Emails

August 2020

Lead Geek Watch Overview

  • Holiday Scheduling
  • Lead appointments/tasks moved to side bar
  • List Import mapping simplified
  • New Product Email Templates
  • Simplified Setup for Web Leads
  • Webforms updated to capture contact consent

October 2020

Lead Geek Watch Overview

  • Real-time Quote Button
  • Account Status and Metrics Reporting
  • X-Date Follow-up Reminders
  • Webform Workflow and Quote

Lead Geek Watch Overview

  • Quick Action adds/removes from Workflows
  • Milewise Flags for Auto Leads
  • Lead Source ROI on Status and Metrics page

November 2020

Lead Geek Watch Overview

  • Product Icons added to Leads
  • Lead Task option for 'Opened' emails

Lead Geek Watch Overview

  • Lead Task option for direct mail in-home date
  • New Custom Email Templates

December 2020

Lead Geek Watch Overview

  • Webform Creation Wizard
  • Dynamic Webforms
  • Hearsay Integrations Link-n-Launch

Lead Geek Watch Overview

  • Current Carrier Quick Search
  • Lead Filter for Quoted Leads

February 2021

Lead Geek Watch Overview

  • Quote Default Settings
  • Manual Merge on Two Leads
  • Ability to add Commercial Leads and Lists
  • Assign new leads to Agency ID of choice
  • Home page load time improvements

March 2021

Lead Geek Watch Overview

  • TaG Campaign file imports
  • Custom Subject Lines to Quote emails
  • Lead Reassignment Enhancements

Coming Soon

  • Consumer Email Consent Lead Update
  • Quote Archive and Replay Options
  • Calendar Reassignments for Staff Absence
  • Turn-key Quoting on Webforms
  • New Education Process with User Lookup
  • Socialeads Integration for Twitter Leads
  • Lead Lakes - Agencies Compete for Leads

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