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Product Update: Users as Followers

January 19, 20241 min read

Hello everyone, Sean here with some exciting news about a powerful feature that you may have seen but probably haven't fully realized its potential. Prepare to be amazed as I demonstrate just how cool this feature is.

Video Overview:

Allow me to introduce a new addition to our contact records - Followers. This revolutionary feature is perfect for company owners, managers, and anyone who wants to easily organize their agents within the system. You can now assign contacts to both owners and followers, making contact management a breeze.

Adding followers is extremely simple. You can do it manually or set it up within a workflow. Just imagine - you assign yourself as the owner of a record, then effortlessly add followers from specific lead sources, web forms, or funnels. This is especially useful when dealing with a large number of contacts that you want to assign to a more general account. You can then escalate leads to yourself or colleagues based on specific actions or lead scores. All of this can be managed seamlessly with both owners and followers.

But here's the best part - followers receive the same notifications as owners! So every text message, email reply, or any other activity within the contact record will immediately be sent to your followers. How convenient is that?

And guess what? This feature isn't limited to contact records. It's now available in opportunities as well! Yes, you can assign owners and followers to opportunities too.

Just imagine the possibilities! Different opportunities, different pipelines, and the ability to assign various followers alongside the owners of contact records. The flexibility is endless.

With so many uses, this feature is a game-changer. If you have any questions, do not hesitate to reach out. Have a great day!

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Sean Goerss

Sean is most recently a Co-Founder of Attractzen - a recruiting and retention software for real estate brokers, recruiters, and attractors. Sean was co-founder in 2020 of Thrive Network, one of the top organizations at eXp Realty. Sean was formerly CEO and Founder of 14 Moves, the #13 team in the World with Keller Williams Realty, and #31 Team in the World across all brokerages as ranked by RealTrends. Sean grew up in real estate, helping to build the family real estate team to top in their market of Minneapolis / St. Paul, Minnesota, and eventually the top team in Minnesota and the Midwest.

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