We’ve added some new functionality when composing both regular e-mail messages as well as setting up your auto-responders and e-mail templates.

Spellcheck

Probably one of the more major enhancements is the inclusion of a spellchecker in the editor.  Simply edit the text of your email or template, and click the spellcheck button at the end of the top row of icons:

Spellcheck Button

Clicking this button will initiate a spellcheck of your text, hilighting the words that the computer thinks are problematic.  Simply click on each word to get a suggested spelling or to tell the system to ignore that word.

Preview

Another feature I think you’ll find particularly handy is the preview button:

Preview

Clicking this button will pop open a window that will preview your e-mail or autoresponder the way it will appear when your prospect receives it, including formatting, signatures, etc.  In fact, when previewing the auto-responders or templates, you can dynamically switch between agents in your agency to preview their signatures in context with the text.

In addition to these two features, we’ve also improved the system’s ability to take pasted text from Microsoft Word and other sources.  If you’re really geeky, you also now have the ability to edit the resulting HTML directly, fine tuning the format of your text to be exactly what you want.

Dashboard

We’ve improved the way newly assigned leads are displayed on the dashboard.  They’re now in the more readable table style, with a previous and next link to allow you to page around if there are more than 10.

Lead Screen

On the Lead screen (“leads” on the main menu, or click on the lead status box under the search box at the top of any screen), we’ve separated the three sections (Unassigned Lines, Unassigned Contacts, and Unparsable leads) into three separate tabs.

New Tabs on the Lead Screen

This allows more information to be better displayed across the screen, and allows the user to better focus on the task at hand.  The tabs themselves will let you know if there’s anything there by showing a count of the relevant leads in the title.

We hope you enjoy these latest enhancements!  Please let us know if you have any questions.