Your CRM's Live Feed keeps you up-to-date on the most recent website and CRM activities performed, as well as any incoming communications from leads. View your Live Feed anytime from your CRM Dashboard.
Live Feed Activity
Your live feed will display individual activities that recently occurred on your website or in your CRM. Displayed activities include the following information:
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Lead online status (when green, the lead is actively browsing your website)
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Lead name
- Assigned agent
- Activity type
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Date and time of activity
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Activity details
Hover over an activity in your Live Feed to display your communication icons. Continue to hover over the icons to call, text, email, chat, log an activity, or create a follow-up for the lead.
Live Feed Filters
Selecting the Filters button above your Live Feed will allow you to edit the scope of activities shown in your feed, as well as filter the type of activities displayed.
Adjust your Live Feed scope to view only activities from leads that are assigned to you (Mine) or activities from all leads within your company (Agents). This feature is only available to the CRM owner, admins, and team leaders.
Display only the activities you wish to keep up with by selecting or deselecting the filter checkboxes. Filter your Live Feed to include any or all of the following activity types.
| Filter Name | Activities Shown When Selected |
|---|---|
| MISC |
New lead created in the CRM Lead is assigned to an agent or lender |
|
Incoming lead emails from your connected email account Lead submits listing inquiry on your website Lead submits tour request on your website Lead performs a Home Valuation on your website Workflow engagements |
|
| SMS/Chat Responses |
Incoming text messages Incoming website chats |
| Property Favorited |
Lead adds a property as a favorite Lead removes a property as a favorite |
| Property Search |
Lead performs a search on your website Lead saves a search on your website Lead removes a previously saved search Lead performs a Market Report on your website Lead saves a Market Report on your website Lead removes a previously saved Market Report |
| Property Viewed |
Lead views the details of a listing on your website |