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March
24

March 24th, 2017 by

As we continue to receive feature requests from clients for new releases to the DeltaNet 5, we wanted to make you aware of another important update to our system--CRM Tag Search.

We've provided the ability to filter CRM searches based on keywords or tags.

More and more sales associates are beginning to do more advanced segmentation of their customers based on these tags. Common uses for the tags are things such as client interests, specific property interests, etc. where it wouldn't make sense to create separate groups for each of these "tags."

Imagine that you're managing your customers well by adding keywords, or tags, to them within the DeltaNet. Tags such as "likes to hike," for a client that enjoys hiking, or "farmhouse kitchen" for a client that is looking for a very unique home with a farmhouse style kitchen. Then, when you come across these listings as they come on the market being able to reach out to your clients based on these unique interests. This update provides this functionality.

Here are a couple screen shots showing this change...

DeltaNet Screen Shot Two

DeltaNet Screen Shot One

Categories: System Update
Tags: System Updates

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