What's new in Eagle

• Added deal count and deal value total to Pipeline stage columns when in the ‘board view’. Use these totals to get quick insights as to how much potential revenue and how many deals you have at each stage

• Upgraded the ‘Send vendor reports’ and ‘Send landlord reports’ automation action to send reports based on listing segments. Use this to scope which vendors or landlords you’d like to receive reports by the automation. eg. exclude vendors of commercial or business listings by only sending reports to vendors in the ‘Residential listings’ segment

• Added more granular export permissions. Previously we had a single permission to grant access to export all data. Now you can set whether a user has access to export addresses, appraisals, listings, contracts, contacts and tasks independently of each other. Any users who already had access to export all data have been granted the new permissions (same permission level).
• Added a new ‘Commission contributed’ column total to the Admin > Reports > Agents Commissions report
• Upgraded the ‘give access to see’ automation action (released 2 sprints ago) to be able to give access to ‘all listing agents’ of a listing
• Added our new and improved sidebar to the Projects screen. In this sidebar update we’ve also introduced the ‘Associated deals’ sidebar widget which will also be rolled out to other sidebars in future updates.

Mobile app

• Caller ID for iOS has now been merged into the Eagle CRM app. Merging the apps now allows automatic caller ID sync for iPhones. Once you have setup Caller ID within the Eagle CRM app (iOS only), you can safely remove the dedicated Caller ID app. Android users will need to continue to have the Caller ID app installed, however we will be completing the merge for Android in a future update. Visit our help article to setup caller ID for iOS.