780 results found
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Quick-Create Email Design from Template in Contacts
Email templates within opportunities tab and/or in the clients contact
6 votes -
Show Tags in Contact List
Ability to see tags in contact list without having to open each client 'card'
6 votes -
Allow 2+ Contacts Per Opportunity
Right now you can only have 2 contacts assigned to any particular opportunity. However with the increase in Polyamourous, multigenerational and Parents helping Kids I would like to be able to attach more than 2 contacts to the opportunity. 3-4 contacts may be a decent amount as anything above that may be rare.
47 votes -
Google Calendar Integration with Contacts (Activity in Timeline)
When I schedule an event from command in google calendar it would be very helpful if that event would show in timeline or tasks rather than having to create a second record to show the meeting.
28 votes -
14 votes
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Allow Team Members to Edit Team Designs
As of right now there is no way for our team members to edit any designs in the team designs . It would be very helpful to allow only our team members to edit designs thorugh their team account that way we do not have to publish our designs for EVERYONE to see.
9 votes -
Allow Foreign Currency for Opportunity Price(s) and GCI
KWW agents want to see the currency in the Opportunities applet reflect as their country's respective currency rather than USD.
In this case, for the Philippines, they want to see it reflect as peso.
6 votes -
Add Leads from Landing Pages to Email List
We need to be able to create a Landing Page with a Form. When a lead fills out the form, they are added to an email list for Campaigns.
5 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"12 votes -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
15 votes -
Share Opportunities between Individual Agents
Teams are able to add assignees to opportunities so both agents are able to see the opportunity. Single agents should have the option to add agents in their market center to their opportunities if they are splitting the deal or working as a mentor on the deal. This way the other agent can have access to the whole opportunity and see the documents.
15 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 -
Include Team Emails in Email Reports
Teams would like a way to view more detailed email analytics for team members. Say, one agent sends out a SmartPlan through their Team SmartPlan account, the Rainmaker should be able to see those analytics instead of only the emails sent out from their account. Currently, the email metrics will show from that particular account. There is not a team email metrics at the moment. Basically there needs to be a 'Teamified' Reports applet.
17 votes -
Search by Contact Name in Email Campaigns Report
When looking at the results of an email campaign, they are listed in no particular order and there is no way to sort or search the results. If an agent needs to search to see if a Contact either received or opened an email, one must scroll through the entire list and manually search. Not time efficient and there is no reason it should be so time intensive to search for results for a contact. Timeline does not include the email nor any indication if opened. This should be basic functionality, not a feature request.
6 votes -
Create Paid Ad for "Private" Listing
Need the ability to run an ad to find buyer leads for a private listing while we are prepping the listing to go live in the Public MLS system.
6 votes -
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.
6 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.
29 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.
21 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.
22 votes
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