780 results found
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add a report section in command for associates to see how many people they sponsored into keller williams
This section would allow associates to see how many people they added to their first level downline(gross recruits). There would be a function that you could search by dates as well.
1 vote -
Need corrections to filter set for Duplicate contacts
This is not my idea alone. Presently the duplicate contacts filter is looking for a match in any Phone # , Name or email address. ( I assume )
Why would the designer include Business phone #'s knowing that MANY contacts work in the same Real Estate office or other Organiztion that shares the same phone # . The current search filter produces WAY too MANY "possible duplicates" that are clearly NOT duplicates. Somebody needs to look a little harder into what makes more sense than you currently have. At the very LEAST you should remove Work Phones Numbers from…
1 vote -
The ability to change the neighborhood nurture to every 90 days or every 180. The idea is to give new owners an update but not Every month o
The ability to change the neighborhood nurture to every 90 days or every 180. The idea is to give new owners an update but not Every month.
1 vote -
Multi Select Tasks
When I have more than 1 task, and I am able to complete one current or past due task, I ought to be able to multi select other past due tasks and either mark them complete or archive them.
1 vote -
Permanent Canva link on the dashboard or the Design icon
Create a link on the Design tab that allows agents to sync with KW.Canva
2 votes -
Filter by tag in reports
We are able to tag associates. However, I want to be able to pull a report based on a specific tag. Add 'Tag' as a filter in the reports applet.
1 vote -
4 votes
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In addition to the property address, please add the ability to add the parcel number.
In addition to the property address, please add the ability to add the parcel number. Some addresses may have multiple parcel numbers. I primarily work with vacant land and this would be a huge help.
1 vote -
Bulk Delete Tags in Command Accounts
An option to bulk delete tags within an account that were created or imported in by agents (non-system tags) to help speed up processing of accidental or mistaken imports and help clean up databases.
4 votes -
Lead Source Report specific to transactions, not contacts
Tracking sources as a whole in the database is useful, but if we are truly to understand our conversion numbers on lead generation sources we need to be able to pull a report for CLOSED units by lead source. This will enable the business to know which lead sources are most frequently closed, then leading to understanding which lead gen pillars we should be double down on to increase productivity and profitability.
2 votes -
adjusting task date
context of readjusting old and outdated tasks i will typically open the task and simply readjust the date to a future date. the date window (within the task) needs to have a "fixed display". as an example, i have a jan 2025 task and I want to edit it for jan 2026. to scroll the dates with an arrow while the "date window" jumps up and down depending on the sizing is extremely frustrating and slow. ideally, you could type a date in or at least have a fixed window for the "arrow" just for quick key entry. small issue,…
1 vote -
bi-weekly open rates or Notifications
it would be great if we can actually see the open rate of each smart plan. So that we can track the number of emails sent versus the open rate versus the click rate.
2 votes -
Respond to MC comments in the documents
I want to be able to respond directly to the comments, in the document section of an opportunity. When we as agents can only make a general comment, and not respond directly to their comments on a specific document our response gets lost, often I respond multiple times, then have to email the team and our Broker before its addresses. Even when I @tag a person.
1 vote -
Referral links for non Unlimited agents
We would like to have a way to add non unlimited agents to the referral links so they can copy and paste it to get a team lead
2 votes -
Township
The mailing addresses of contacts with Township or Village in the address is does not come up correctly. It just lists the street, state and zip code. No city.
1 vote -
township
Municipality is not showing up on the Contacts with Township or Village in the address. This needs to be fixed.
1 vote -
Enable Contract Date within Opportunity Key Dates
Please add the option to enter a contract date in the Opportunity Key Dates section without requiring an offer to be created first. I rely on the contract date to trigger tasks, and previously I was able to enter it manually. Now, the contract date only populates after an offer has been created and marked as accepted in the Offers tab, which limits workflow flexibility.
2 votes -
Making Social Media as a for of Contact/Activity
Would Love to be able to add "Social Media" as a form of Contact for Contact Activitys.
1 vote -
True Production numbers for Transfer agents in the KW Referral network
When searching for a referral it should show true production numbers for agents not just what they have done with KW. When we have transfer agents come onboard that are top producers it is showing there production at 0. This is a miss when it comes to recruiting.
1 vote -
Ability to request that reCAPTCHA be enabled on our forms to prevent fraud
Ability to request that reCAPTCHA be enabled on our forms to prevent fraud clients from coming in. This way they will have to prove that they are human upon entering their information as a new lead through our website.
1 vote
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