778 results found
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Limit team member access to ensure they cannot alter the opportunity pipeline stages or checklists.
At the moment, team members regardless of permission level can make edits to team stages and checklists. This access should be limited to certain permission levels.
3 votes -
Delete Documents in Opportunities
If you accidentally upload a document to a placeholder that is conditionally required or optional there is no way to delete the uploaded document (this goes for required placeholders too, but a document should be uploaded there regardless.) If that placeholder is not needed for that opportunity the document is stuck there forever. Updating the document does no good if that placeholder isn't needed for that file.
36 votes -
address
An option to easily change the primary address. Either by a radio dial selection or grab and drop to change the order.
1 vote -
Smartplans to come from the author of the smartplan
We should have the ability to have a smartplans come from the author of the smartplan vs. the assignee or rainmaker. This would be helpful when the TC or Admin on a team is sending the emails or texts. Once an opportunity is created for someone, there are usually more than 1 person on a team in communication with the client/contact.
1 vote -
Seller reports
Have the ability to send ad results from the ads we run on sellers houses to the seller.
1 vote -
Show Email Open as Contact Timeline Activity
I send out email campaigns regularly through KW command to my sphere of influence. When I go into a profile to see activity on their timeline, it shows that the email was sent, but doesn't show if it was opened or not.
Is there a way to add their activity on the recent campaign, for example, whether they opened, clicked, etc...?
22 votes -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
Have separate fields for First name, Middle name, and Last Name
Have separate fields for First name, Middle name, and Last Name. We have some couples that only have 1 email address or no email and only an address. We would like to put John & Jane in the first name field, then Doe in the Last name field. As it sits right now for those that we have both names in it will only put the first (John) in an email sent... not John & Jane. So it'd make it nicer and more clean to have them in separate fields.
5 votes -
Emails with Contacts Automatically Create a Note in Command
I find myself cut and pasting my email interactions into notes all of the time. Emails with contact should automatically create a Note in command. It will easily show you the last time you connected and give you a clearer picture of your history with the contact/client. Contactually had this feature, and it's a no brainer.
1 vote -
Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
35 votes -
Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
27 votes -
Customize the 'Meet the Team' section with your team members' information.
We are trying to see if we can get bios for each team member to display in the Meet the Team section of the Agent Site. Is this at all possible?
We know you can add the bios to the Marketing Profile, but we want them displayed in the Meet the Team section of the site if it's a possibility.
2 votes -
edit task
Currently when in the task view, you have the options to check a task as completed or go into the 3 dots for more options.
Instead of the 3 dots, why not just open the task for editing? This allows one click to open, saving time. You can add a delete button to the task so it can be deleted rather than saved. This would increase efficiency.1 vote -
Let Campaigns use Smart View List in Contacts Applet
The ability to filter contacts and build smart views within contacts - is a game changer, but not able to use the same filtering to run a campaign is frustrating. Campaigns has significantly better reporting (than smart plans). Why not allow the contact list to be pulled from the already created smart views list in the contact applet for campaigns? I send a single email smart plan to use the smart view list - vs using campaigns, when I could benefit from the reporting in campaigns. The filtering allows to really define your data base, and appropriately send the right…
1 vote -
Filter email by "contains"
Prior to Command being updated, I was able to filter where - email, by- contains. Using this filter allowed me to find common emails, such as filtering by contains @kw.com to tag the contacts with KW Agent. Now it shows starts, does not start. I found it to be very helpful to also find emails of larger organizations, to know where my agents might find it useful to leverage for leads.
1 vote -
2 votes
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4 votes
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historical opportunities
As an agent, I'd like to access my historical opportunities. I've had occasion where my customer needs a document that is in DocuSign and Opportunities.
1 vote -
add a picture
I would like to be able to add pictures and scans into my contacts information
1 vote -
I would love to connect all family members to a contact
I can only add up to three family members to a contact. I have several families that I would love to connect and have no way to do that.
1 vote
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