TrackCRM: View Leads & Role Filtering

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TrackCRM: View a Lead in Guest Communications

Empower Guest Reservation Agents with seamless access to existing lead information directly within Guest Communications threads. This new feature will display a clear “Leads” option, allowing agents to quickly view crucial lead details and effortlessly navigate to the full lead record. By providing instant context, this enhancement will improve agent efficiency, simplify workflows, and ultimately lead to more personalized and effective guest interactions.

View a Lead in Guest Communications

TrackCRM: Guest Communications

TrackCRM: Add Location/Unit Role Filtering

Equip Property Managers with enhanced message filtering capabilities by location and unit roles within Guest Communications. This improvement will allow users to quickly narrow down conversations based on specific locations (Nodes) and the teams responsible for them (Unit Roles). By focusing on relevant messages, property managers can boost response times and minimize the risk of overlooking important guest communications, leading to more efficient operations

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