621 results found
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Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son
Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son dado que en ningún reporte se ven los resultados.
2 votes -
Export specific client names based on their last name (ex: A-H, I-P, Q-Z).
Export specific client names based on their last name (ex: A-H, I-P, Q-Z). I want to be able to search for this in the filters without having to individually select each name.
1 vote -
Completion of one task generating another
There should be an option when setting up a task (either in a smartplan or an opportunity) that allows the task to pop up only when another task is completed rather than having them all be date/time based.
1 vote -
Estimated Commission Amount should update when a contract price is entered in the Contract Price
Estimated Commission Amount should update when a contract price is entered in the Contract Price field of the Financial information of an Opportunity. Right now it is only synced to Budget, which is fine for when they are searching, but not useful once the client is UAG. Thank you.
1 vote -
Filter by Home Anniversary Year
Currently the filter will filter by the Day and month of a Home Anniversary. So if you want to look just for home anniversary's of clients who purchased 5 years ago, you won't be able to. As the filter will show all the anniversaries, as they happen every year.
6 votes -
Alert Pop-Up or Prominent Field under/next to Contact Name
Create an Alert Pop-Up text box, or and alert text field under or next to contact name. that would be seen each time a contact is pulled up. This would flag an agent that there is something important to know before reaching out, such as "spouse recently died" or "currently battling cancer", etc. This would also solve the other ideas of "Buyer Bullet Points on Contact Page" and "Do Not Contact" next to client name. Currently there is no way of knowing unless you scroll through notes prior to contacting each client.
1 vote -
Automatic Horizontal Scrolling When Dragging Opportunities
Currently, when dragging an opportunity to pipeline stages that are not visible on screen, the columns do not automatically shift to bring additional stages into view. It would greatly improve usability if the system could detect when a user is dragging an opportunity toward the edge of the visible pipeline and automatically scroll to reveal additional columns, allowing for a smoother drag-and-drop experience.
2 votes -
Smart Plan email editor to allow us to add a "Design" element (ie-branded signature) to bottom of simple text email
Current Limitation: When creating an email in a Smart Plan, selecting a "Design" (to add a branded signature) automatically overwrites and deletes any body text currently in the editor. There is no way to combine a simple text body with a graphical signature footer.
The Workflow Friction: Currently, agents are forced to build the entire email inside the Designs editor just to include a signature. This is inefficient because:
Data Loss: We lose work if we try to add a signature after typing.
Editing Difficulty: To make small text edits later, we have to launch the full Design Editor rather…
2 votes -
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
25 votes -
Put the Notes option back on the Homepage.
I used it to post quick links to Opportunity pages, eliminating a couple of steps to get there. It was useful for other quick link capabilities.
1 vote -
library of MC w-9s
since so many referrals between market centers exist, wouldnt it be easier to have an annual post of the market center's w-9 so agents don't have to track them down when they have a closing and the MCA can simply access the market center's doc for tax purposes.
6 votes -
3 votes
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5 votes
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command worldwide referral map
I want to use command referral map to choose KW agents worldwide not just US. I am CIPS certified and want to network with our own KW top producing agents and share referrals to better serve our clients.
1 vote -
Button to Replicate Dual Opportunity
When you need to have a dual opportunity - it should just have a button that automatically replicate the opportunity w/o having to manually make it - it is a repetition and time-consuming
20 votes -
User Defined Service Areas in Referrals Profile
Current Issue:
At present, service areas in Command are determined solely by past closings (Rolling 12 months). This creates a major pain point for agents—especially top producers and independent brokerages transitioning to KW—because:It misrepresents service areas – Just because an agent has closed a one-off deal in a certain location doesn’t mean they actively serve that area.
It limits visibility in the Referral Applet – Agents who are new to KW or have past experience in other brokerages cannot showcase their true service areas until they build a closing history within KW. This is frustrating for top agents and…
14 votes -
Integration with RedX Power Dialer
I have Red X Vortex Power Dialer. When I make my calls with them, i have to back into command to document the call resolution. I see the "call" option in command (specifically on desktop), but when I click on it, a window pops up for me to choose a dialer, and vortex isnt an option. I spoke with Vortex tech support and he said from what he was told it was KW who is declining to integrate with them, theyre open to that option. I'd be a game changer if I can make command my one-stop-shop for my calls…
1 vote -
Repeating Task Dates in Command
I often set up repeating tasks for weekly, monthly, 6-weeks, quarterly, etc. If I miss the repeating tasks say from 6-weeks ago, the new 6-week task will not drop as a reminder because of the "past due" status of the recurring task. The recurring tasks need to remain on schedule regardless if a prior task is past due, which would help minimize the risk of leads falling through the cracks and ultimately increase conversion of online leads.
2 votes -
2 votes
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be able to open sent emails in timeline
If a contact calls me with a question from an email I sent via smartplan, it would be really helpful to be able to open and see that email from their timeline.
For example, I send out monthly neighborhood nurture emails via a smartplan, and a contact called about a specific house in the email. I couldn't see what they were talking about because I can't open that email.
1 vote
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