833 results found
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Select Preferred Time of Day for Neighborhood Nurture Email
Currently the KW Neighborhood Nurture Emails get sent early in the morning, usually around 2am. Please update the SmartPlan to allow time of day that is preferred.
3 votes -
Add Tag When Landing Page is Completed
When I generate a landing page for a FREE Playbook. I then have to manually enter to send to them. It would be easier if I could put the tag in Command for the specific landing page. When the landing page is used it would trigger the smartplan.
26 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Custom Merge Tags for SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
10 votes -
Prioritize Address in Contact Entry Modal
Please move where we add the address in the contact up with the email and phone number. Our MC has less than 20% of its contacts with addresses because they will not hit the additional info button.
18 votes -
Require Rainmaker Approval before Document, Offer, and Commission Submission
This would be useful as it would allow the RM to oversee all deals going through their team to ensure the opportunities have the necessary team documentation correct, as well as allow the RM to ensure the offer and commission submission is correct (i.e. splits, etc...) prior to submitting it to the MC for review.
This would ideally be something the RM would have control of and be a "final check" before submitting the docs and offers to the MC for their approval by the agents on that team.
In my opinion, the best way to do this would be…
4 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
4 votes -
Ability to Modify Layout of Contact Card
People want to see different contact information when you pull up a contact in Command. My experience developing applications & UI has always been a best practice to have as few clicks or physical interaction/navigation as possible.
To minimize scrolling and see what each agent values as pertinent contact information when the contact is displayed, we should be able to modify the layout of the information on a contact card. For instance, the address is not in view nor is the 'About' section. We should be able to organize the subsections in a contact card.
Further, there is a significant…
8 votes -
Add Activity Type Column for Contacts Table View
I sort my Contacts list by Last Contacted. I would like to see a column next to that HOW I contacted them. Was the activity a text, call, mail, etc? If I could see that in one glance, it would be very helpful!
9 votes -
Adjust Header and Footer for Neighborhood Nurture
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
5 votes -
Allow Upload for Mailing Labels to Direct Mail Campaigns
Currently, our Direct Mail Campaigns don't merge spouses when sending postcards, meaning each individual contact is sent a postcard, which significantly increases costs for larger mailings. We should have the ability to upload our own mailing labels (which we can create and have linked spouses merged onto one label) so that multiple postcards aren't sent to the same address.
5 votes -
Email Notification if SmartPlan Sent to Invalid Email Address
If a smart plan error occurs because of invalid email address and/or merge fields are missing, notification to be sent via email to the agent
2 votes -
Add Custom Activity Types
I would like to add things like:
- written note
- comment on social media post
- liked social media post
- conversation
And any others that come up that are relevant to how we interact.
6 votes -
Show CommandMC Tasks in Tasks Widget
It would be useful to have ALL Tasks appear in the same place - on your primary command dashboard, not have to go digging for them in CommandMC
4 votes -
Allow Video Attachments in Twilio Texts
Sending video texts with Twilio
37 votes -
User-Friendly Mass Emails to Leads with Pictures
A drag and drop feature should be included. I think design should be removed. A easy click feature should be included to produce mass emails with pictures to leads/clients.
2 votes -
Include And/Or in Advanced Filters
Please keep workinng on advanced filters. They are almost there, but I cant confidently make the switch from our current CRM until 2 things happen:
"and" should be customizable to "and"/"or" between query lines
"notes" should be a searchable option in the drop down. I use this weekly to find notes I know were added multiple times, like which three people talked to me about x listing last week, etc.
3 votes -
Check Contact Phone Numbers against Do Not Call List
Embed do not call list into command so that it will automatically populate agent's contacts if phone numbers match. Automatically prevent calls to those numbers.
32 votes -
Switch Opportunities from Team to Team, Personal, etc.
On the back end, when an agent designation changes, they shouldn't need to re-upload all their opportunities in order to be in compliance. There needs to be a way to port them over in their entirety.
8 votes -
Select Tag(s) NOT to Send Email Campaigns
Please let us filter by tags that we do NOT want to select or send a campaign to
2 votes
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