CC-ing in admins

We’ve made some useful updates to email notifications so that you hear more of what you need, and less of what you don’t.

CCing in Admins

Admins that act on behalf of a broker (and are linked in the system*) will be copied into all communications about their broker’s leads. So, when a client requests a call back, you’ll have the best chance to get in touch without losing time.

We’ve updated notifications for data change requests. Now when an employee submits a data change request, only they (the reporter) will be kept up to date via email on its progress – saving unnecessary noise in brokers’ inboxes.

*To activate this feature for yourself, get in touch.