Our December release is now LIVE! Here's a brief overview of what's new in TransactIQ:
Timeline for Tasks: Gives you the ability to map out tasks in a Gantt Chart (calendar/timeline) view for improved deal management. Forget about third party tools!
Inline Field editing for Market Surveys: You asked, we delivered! You can now make edits to certain listing data directly from the Market Survey view. Learn more HERE.
Sidebar Improvements: Tours, Property Search and Insights have been streamlined into the 'More' menu in your Navigation panel.
Contacts Page: 'Companies' and 'Contacts' pages have been merged into one view! AnthemIQ’s CRM solution automatically populates contact and client information as you add people to your deals.
Survey Insights & Manage Insights: We’ve streamlined the view and added forecasting and heat maps.
Check outthis video for more details.