Unlimited Lead Information Lookups

Unlimited free lead information lookups are included with all new packages, which start at $199/month.

Full details and features of the new service packages can be reviewed here. More information on our pricing modification can be reviewed here.

Old Pro and Old Base subscribers can still utilize the lead information lookup feature through the purchase of PSL Bucks. This allows the agent to manually select which addresses they would like to lookup additional contact information for.

For additional information on our lead information lookup feature, please email our support department at support@ivortexmedia.com, or call our support team at (888) 485-4234.

PSL 8.0 Admin Area Updates

 

My Leads Tab

Default lead registration date durations have been removed to clean up the menu. You now have the ability to view all leads, today’s leads, or search across a custom date range once inside the lead management table. The date range box at the top of the lead table is a clickable ‘quick-filter’ to facilitate searching and exporting leads. This filter allows you to view all full leads, only fully submitted leads, or only full leads converted from partial leads.  ­­­

The ‘Miscellaneous’ submenu heading has been renamed ‘Organization’ and moved to the Settings tab.

‘Actions’ are now called ‘Checklist Items,’ as this more accurately reflects the intended functionality and is now under the Settings Tab.

‘Lead Category’ is now a searchable category under ‘Quick Search’ on the lead management sidebar.

‘Calendar’ is now under Settings Tab.

‘Events’ has been renamed to ‘Calendar Events’ and is now under the Settings tab.

Lead location map links have been removed from My Leads tab. Map can be accessed from lead management area.

‘Purchase PSL Bucks’ has been removed from the My Leads tab. You can purchase PSL bucks as well as access transaction history quickly by selecting the P$L logo at the top right of the dashboard. This will reveal a dropdown of P$L bucks options.

‘Add a lead’ is now under the All Leads or Partial leads table by selecting the ‘Actions’ dropdown on the top right of the screen.

 

Site Content

‘Manage Internal Pages’ is now under the ‘Header’ submenu

 

Additional Landing Pages

‘Manage Custom Marketing Pages’ is now under the Marketing Tab and renamed ‘Custom Marketing Pages’

‘Manage Subdomains’ is now under the Marketing tab and renamed ‘Create Subdomains’

 

Marketing

‘Drip Campaign Wizard’ has been renamed ‘Create Drip Campaign’

‘View Drip Campaigns’ has been renamed ‘Edit Drip Campaigns’

‘Manage Email Templates’ has been renamed ‘Email Tempaltes’

‘Manage Postcards’ has ben renamed ‘Send Postcards’

‘Manage Postcard Templates’ has been renamed ‘Create Postcard’

‘Manage Voicemails’ has been renamed ‘Send Voicemails’

‘Voicemail Settings’ can now be accessed under ‘Voicemail Autoresponder’ in the same interface in which you create the voicemail autoresponder schedule.

‘Manage SMS’ has been renamed ‘Send Text Messages’

‘Incoming SMS’ has been renamed ‘Incoming Text Messages’

‘Manage E-Flyers’ has been renamed ‘Create E-Flyers.’ ‘Add E-Flyers’ has been removed and can be accessed under ‘Create E-Flyers’

 

Accounts

‘Add Agent’ has been removed and can be accessed under ‘Manage Agents’

‘Add Lender’ has been removed and can be accessed under ‘Mange Lenders’

Lender Settings is now its own link under the Accounts tab.

‘Mange Administrators’ has been renamed ‘Administrators’

 

Settings

‘Homepage Theme’ has been removed from this menu. To configure your theme and any frontend site content for that matter, please hover over the ‘Site Content’ tab.

‘GPS Settings’ has been removed from the main dropdown, and is now under the ‘Common Site Settings’ sub-link.

‘Map Settings’ has been removed from the main dropdown, and is now under the ‘Common Site Settings’ sub-link.

‘Unit Options Settings’ has been removed from the main dropdown, and is now under the ‘Common Site Settings’ sub-link.

‘Full Leads Summary Mail’ menu item has been removed. This is now located in ‘Email Settings,’ labeled ‘Market Value Report Autoresponder.’

‘Imported Leads Settings’ menu item has been moved. It is now located under the Imported Leads submenu, under the My Leads tab.

‘Monthly Value Report Email’ and ‘Prime Morning Report’ have been moved to ‘Common Site Settings’ sub-link

‘Auto Lead Lookup’ renamed ‘Lead Information Lookup’

‘Site Image for Facebook’ renamed ‘Image for Facebook’

Email Settings re-design submenu. Autoresponders and Email Notifications are now separated into sub-menus cleaning up the Email Settings.

 

Reports

The Reports tab has been removed. Lead Location Summary map can still be accessed from the lead management area.

 

Additional Interface Changes

Reformatted top navigation menu. It now will always remain at the top of the screen on all pages. This will make accessing the menu options easier while accessing different areas of the dashboard.

A new PSL Bucks package is available for those wishing to use our additional marketing tools. This package offers 20 PSL Bucks for $10.

Free lookup allowance (the purple number) has been hidden. These cannot be used for anything besides information lookups, and all users have unlimited.

‘Page Views’ box has been removed from dashboard. This information is presented on the dashboard just under the date range.

The ‘?’ icon next to menu items has been replaced with an ‘i’ icon. The hover text on these icons has been updated as well in an effort to provide more valuable information to the user.

 

Lead Management Tables

Redesign of the full and partial lead management tables.

‘Interest’ and ‘Timeframe’ has been removed from the table and can be accessed in the lead summary page by clicking on the leads name.

‘Checklist’ has been removed from the lead table and can be accessed in the lead summary page by clicking on the leads name.

‘Property Details’ has been removed from the lead table and can be accessed in the lead summary page by clicking on the leads name.

‘Estimated Value’ has been combined with the address column.

Agent or lender assigned to lead information can be found by hovering over the agent or lender assigned to the lead. This will display time and date agent or lender was assigned to lead.

Bulk Actions feature has been redesigned and can be easily accessed by selecting one or multiple leads. This will display a pop up locked to the bottom of the screen instead of scrolling down to the bottom of the table.

Delete a lead icon has been updated to a trash icon.

 

 

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