What's new in Eagle

Introducing Push Notifications for Eagle CRM Mobile App! This highly anticipated feature streamlines your workflow by ensuring you stay informed about critical updates. Whether it's an enquiry, inspection attendee, task assignment, or upcoming event, never miss a beat with our new Push Notifications.

Enabling Push Notifications on your Eagle App is a breeze:

• Tap the three lines at the top left corner.
• Navigate to the Settings menu at the bottom.
• Select "Notifications."
• Toggle your desired push notifications on.

Here's what you can expect:

• Inspection Reminder: Receive a notification 2 hours before an open home inspection.
• Private Inspection Reminder: Get notified 2 hours before a private inspection.
• Enquiries: Stay in the loop when an enquiry is made on your property.
• Task: Never miss a beat with notifications when a task is assigned to you.
• Events: Receive a reminder 2 hours before a non-inspection event.
• Offers: Stay informed when someone makes an offer on your property.

We're committed to simplifying your experience and look forward to adding even more push notifications in future updates.

You can now add comments for a rental application which is submitted for easier application management. To add a rental application comment:

• Go to the Applications screen and click on an application OR go to the contact record of the person who submitted a rental application.
• On the right hand side sidebar, you will notice a Add Comments button under the name of the applicant
• Click on that button and add your comment, then click on the ✔ button to save that comment
• The comments will show the most recent comment on top, with the details of who added the comment along with a timestamp.

• Users can now send an email from the email pop-up with multiple options to select whether they'd like to send the email without the formatting, the office header, or the signature. This allows users the flexibility to choose between different options and how would they like these emails to be sent.

• Added a new automation step to pause an automation until a task is marked as completed. This opens up new ways with which how you can define and run your automations based around the tasks that need to be completed before other steps in the automation are executed. To use this feature,
  • simply add a new step within your automation
  • Select the Create a Task option under General
    
    
    
    
  • On the Edit Automation Step pop up, check the box at the bottom to Pause automation till task is completed and click on save
    
    

        Now, whenever this automation gets triggered, it will pause at the task step and will only continue after the associated task is marked as completed

• Introducing Deals bulk action on the grid view, with this new feature users can now select multiple deals while viewing the deals on the grid view and execute one of the bulk actions. When viewing the deals in the grid view, you will see an option to enable the bulk actions, and when you click on that button it will enter into the bulk action mode wherein you can select multiple deals and either Move, Assign, or Export those selected deals. To know more about deals bulk actions, click here.

• Updated default permissions that are checked when a new user is created to not have any exporting permissions checked
• Get notified if any of your users export data from the CRM, more info here
• Added a new bulk action to be able to download a PDF list on the Enquiries page
  
  
  
  
• Added the ability to download PDF report on the Admin Reports section for:
  
  • Agents Commissions
  • Office Commission by Settlement Date
  • Office Commission by Payout Date
  • Sale Listings Snapshot
  • Sale Listings By Date Report
  • Rental Listings By Date Report

• Added a new automation step to be able to update Listings associated with a deal. If the automation trigger has any of the Deal related triggers, you will be now able to add a new step to update the listings associated with that deal

• Updated the Leasing>Listings section to have the new filters and filter strategies for consistency.

We are excited to announce a new enhancement to our platform that provides you with greater visibility into the export activities of users within your account. With this feature, you'll receive an email notification whenever a user exports data from various sections of our application. This empowers you to stay informed about the export actions taken by users and promotes transparency across your account.

Feature Highlights:

Whenever a user clicks on the "Download PDF" or "Download Excel" button on any of the pages below, all the root users and the account owner will now receive email notifications when users in your account export data from the following sections:

• Addresses
• Appraisals
• Listings
• Contracts
• Contacts (including bulk export action)
• Tasks
• Settings>Data Exports

This new feature enhances your ability to monitor and manage export activities, ensuring that you are always in the loop about data exports within your account.

We also believe that this feature will contribute to improved transparency, collaboration, and data management within your agency. As always, we welcome your feedback and suggestions to further enhance your experience with our platform.

• Additional functionalities to the new Campaigns page under the Marketing section:
  • Search Bar: Easily locate any campaign by its name, eliminating the need for manual search. The Search Bar also supports multi-page searches, enabling you to find campaigns even if they're not visible on your current page.
  • Sorting Arrows: Arrange campaigns based on Created at, Updated at, Sent at, and Scheduled at dates, with options for both ascending and descending orders.

• Added Tabs on the Automatic campaigns page for easier navigation:
  • All: This tab will show all the automatic campaigns a user would have access to.
  • Active: This tab will show all the automatic campaigns that are set to Active
  • Draft: This tab will show campaigns that have been created but were not set to Active
  • Disabled: This tab will show all the campaigns that were set to Active in the past but are not Active anymore

• Added a new bulk action on the Tasks screen. Users can now effortlessly delete multiple tasks at once, simplifying task administration.

• Introducing the Rental Application sidebar which gives it a new light with our sleek sidebar redesign. The enhanced look and intuitive navigation make interaction more seamless than ever before.

• Updated the default permissions that are checked on the new user screen to not have the below permissions checked:
  
  • manage_users
  • export_contacts
  • export_listings
  • export_addresses
  • export_appraisals
  • export_tasks
  • export_contracts

• Introducing bulk action on the Tasks screen more info here.
• Added tabs on the Campaigns page under the Marketing section, you'll find convenient tabs for easy navigation between campaign statuses:
  
  • All: Get a comprehensive view of all your marketing campaigns, including drafts, sent campaigns, and scheduled ones, in one centralised location.
  • Draft: Exclusively access campaigns in the planning phase or under development, managing your creative process more efficiently.
  • Sent: Easily review executed campaigns, assess their reports and performance, and make data-driven decisions to optimise future marketing efforts.
  • Scheduled: Keep track of upcoming marketing campaigns, ensuring you stay on top of your marketing schedule.

This new tabbed layout streamlines your campaign management experience, making it effortless to switch between different stages. Enjoy the simplicity and efficiency of our enhanced Campaigns page.

• Added a button to download the PDF report on the Admin>Report>Activity page, so that these activity reports are easily accessible as a pdf should you need to export them for offline access or presentations.

• Added 6 new options under the Marketing section of the Listing Dashboard to easily communicate with contacts based on a contact's interest level and Contract request status of a listing.

We are excited to announce the latest update to our task management system, introducing the highly anticipated feature of "Task Bulk Actions." This new functionality is designed to enhance your productivity and streamline the way you manage your tasks.

• Assign Tasks: With the task bulk actions, you can now select one or more tasks from the tasks screen and effortlessly assign them to another user. This feature enables seamless delegation and distribution of tasks within your team, improving collaboration and task allocation.
• Mark Tasks as Completed: Tackling a long list of completed tasks is now a breeze. By selecting multiple tasks at once, you can promptly mark them as completed, saving valuable time and effort. Experience the convenience of streamlining your completed tasks with just a few clicks.

Task Bulk Actions will significantly improve your task management experience, enabling you to stay organised, collaborate effectively, and achieve more with less effort. Keep an eye out for more bulk actions around the tasks screen in the coming updates.

• Added Realestate.com.au listing metrics on the Online Vendor report, more info here
• Refactored the Marketing>Campaigns giving it a new look and feel, this new table will load the page faster and show more information in each row.

• Seamlessly carry over documents attached to an Appraisal to its Listing. When you convert an Appraisal into a Listing all the documents that were attached to the appraisal will get carried over to the listing.
• Added 2 new automation actions to
  • Add contacts as a vendor or a landlord to the listing/s attached to the deal
  • Add contacts as a purchaser to the contract/s attached to the deal

         This will allow a user to automatically add a contact as a vendor/landlord to the listing and as a purchaser on the contract when a Deal-related trigger is present. This feature will increase efficiency and automate the deal and pipeline flows

• Added two new banks to which a trust account can be associated with:
  

  • WAW Credit Union Co-operative

  • Bank of Cyprus Australia

Mobile App

• Introducing a brand new way to check in inspection attendees at the property using the Kiosk Mode. This new feature allows you to automatically check-in inspection attendees simply by enabling the Kiosk mode, more info here

As a part of our ongoing goal to deeply integrate with Realestate.com.au's API, we're excited to announce a new feature that enhances our integration with Realestate.com.au's API, providing you with valuable listing metrics. Now, you can easily display the number of Listing Views and Listing Saves directly on Realestate.com.au.

On the online vendor report, navigate to the Marketing section and find Online Listings. Within the Realestate.com.au table, you'll discover two new fields: Property Views and Property Saves.

• Property Views: This field reflects the total number of times your listing has been viewed on Realestate.com.au, giving you insights into its popularity and exposure.
• Property Saves: This field indicates the number of times your listing has been saved by users on Realestate.com.au, demonstrating its desirability and potential leads generated.

By incorporating these metrics, you can effortlessly present the Realestate.com.au listing performance to your vendors, eliminating the need to gather these figures separately. We're committed to continuously improving our connectivity with REA's API and look forward to releasing more exciting features in the near future.