Update: Transfered Leads History, Printable To-Do List, Quick Search and More!

Wed, Nov 28, 2007

Home Office Pro 2.0

Hello again! I published a post just this morning, but our developers just launched some great new additions to Home Office Pro that I just had to tell you about! These features were added after reading your great feedback on our new To Do list and My Contacts updates. Thank you again for continuing to send us these great suggestions!

New Quick Search

Now you can search for a contact from the main control panel page in your members area. You no longer have to go into My Contacts if you just want to search by a contact’s name or email address. The quick search does not have all of the amazing search options of the advanced search on the My Contact’s page, but it is the perfect for finding a particular person in your contact database quickly.

Transfer Leads by Recipient’s Name

No more hunting for the website-username of your team members! Now you search for a team member by name and transfer leads to them.

*Please note that you can no longer transfer leads by entering in the website username and hitting the Transfer button.  You may also need to refresh your browser or delete your browser cache and temporary internet files in order to see the new changes. 

New Transfered Leads History Panel

All of the leads that you now transfer will be displayed in a history sheet. This history is accessible from both the Set Appointments Module and the My Contacts Module through a new button called Transfer History. It will show you all of your transfers, who you transfer the lead to and the date of the transfer.

Changes to the To- Do List

Now you can print your To Do List for the day along with your Todays Agenda. The Todays Agenda print button is found on the Set Appointments module. You can also now view Contact Specific To-Do items on that contact’s Detail Sheet.

We hope these changes improve your Lead Transfers and To-Do List management. Thank you again for all the great feedback!

Corinne Elletson
Proud to be on the Team

 

8 Responses to “Update: Transfered Leads History, Printable To-Do List, Quick Search and More!”

  1. Tami Barker Says:
    29. November 2007 at 1:52 pm

    I love the new HOP system! I do have to suggestion. When I am in the CONTACT section and setting an appointment, I would love to use the section where you put in the presentation call time w/ the presenters and such but it only shows it as EST. Is there a way to have it set to our specific time zones? I am in the PST.

    Thanks for all your hard work!

    Tami Barker

    —–

    Thank you for your comment Tami! We have already acted on it. Now, when you are in your Contact popup and you are view the team calls available, they will now be displayed in the timezone you have set for your Personal Calendar. If you need to change that time zone, you do this by going to Personal Calendar–>Configuration.

    Thank you for your great suggestion!
    ~Corinne Elletson

  2. Kristin Says:
    29. November 2007 at 6:46 pm

    I love the new HOP system and all the great additions! I would love to see in the Outcome section for a new prospect, some options for if you spoke to the contact very briefly and they asked you to call back another time or if the line is busy or you spoke to someone and they asked you to call back. I think having a generic option of “other” might help.

    Thanks in advance,

    Kristin

  3. Cecilia Flores Says:
    29. November 2007 at 8:13 pm

    Thank you for the awesome updates! I love that you created the history of transferred leads. This is great!

  4. Shanda Venditto Says:
    3. December 2007 at 8:34 pm

    Again, thanks for all the updates and additions. I have an unusual search request. Sometimes i like to search by the “origin”…. could that be a option?
    Thanks!

  5. Lisa Leander Says:
    29. February 2008 at 2:32 pm

    Our new HOP system is so cool and I love the flexibility that it offers. I was wondering if in the calendar section if in the recurrence area if you could add in yearly. I like to keep track of my customer’s date of enrollment anniversary and their birthdays. This will help me send yearly account information and celebrate their birthday…brining more of a personal touch :) Thanks

  6. Brigit Says:
    12. March 2008 at 11:38 pm

    I love the Print Agenda feature but wish it had the best time to call added. :) Thanks for taking all our comments into consideration and continuing to imporve HOP! :)

  7. Jennifer Says:
    14. May 2008 at 7:09 pm

    I love HOP! I would love it if in the Priority Call Back and Extended Call Back if once you called the contact if it would rotate to the bottom of the list! :) Thank! Jennifer

  8. Tim Kinkaid Says:
    6. January 2010 at 12:37 am

    I am new to the HOP system and I am loving it. This system beats out many competitors by far. Thank you for a great HOP System!!!
    (I will be sticking around for a long time to come)
    Thanks!

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