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:
Lead online status (when green, the lead is actively browsing your website)
- Assigned agent
- Activity type
Date and time of activity
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|
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
Incoming text messages
Incoming website chats
Lead adds a property as a favorite
Lead removes a property as a favorite
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
Lead views the details of a listing on your website