919 results found
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Ability to Route Incoming Referral Requests to Team Members
It would be great if Rainmakers can route incoming referrals to other agents on the team. Especially for married teams!
2 votes -
Ability to Pin Note to Top of Notes Tab
The ability to pin a note to the top of the note page that has important information in it that you can quickly see without searching through the notes for it.
16 votes -
Edit Task Notes after Completion
On occasion I enter a note and forget to include some additional details or a client returns my call immediately. Or I enter a tast on a wrong client. I then need to add another tast/action into command which adds a second entry for the day. If there was a way to edit the interaction whether it be a call, meeting, email or text task. That would be great.
3 votes -
Add Contact Tags Column to Tasks Table
While in my Tasks page, I would like to see the Tags as an option to add in the columns. This way I have a better idea of, and can see at a glance, who the contact is, or if there are many tasks for the same group of people.
5 votes -
Add "Texted" to Call Interaction Outcomes in Complete Task Modal
When prospect does not answer, I usually send a text instead of a voicemail. I bet a lot of other agents do as well.
2 votes -
Bulk Add/Remove Collaborators and Assignees
In a team command I would like to be able to bulk add collaborators like i can bulk assign. Essentially they select all the clients to do the bulk action and then select add collaborator and then it pulls up the list of agents to make a collaborator.
12 votes -
Sort by Contact Health Score
It would be very helpful to improve our overall Contact Health Score if we could focus on those that are in the red (0-49%). I have been unable to figure out how to sort or filter or in any way get the list of only the red contacts in order to focus on improving the data for these.
4 votes -
Allow Guest Users for Individual Agents
Currently, separate admin access is only allowed on Team Accounts. Individual agents should be allowed this function too. An Individual agent's first hire is an admin after all, so why limit their growth in command?
275 votes -
Sticky Filters in Tasks after Opening/Editing Task
There needs to be a way to walk through tasks, such as past-due phone calls, without having to re-select the tasks icon and re-entering the filters. Currently when in a contact all you can do is return to the contact. The back arrow returns to tasks but the filters are missing.
4 votes -
Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
8 votes -
Add System Tag when Contacts Unsubscribe from Emails
When contacts unsubscribe, it would be great if the system auto-tagged them as unsubscribed-text or unsubscribed-email so they can be filtered and considered for archive or if we want to keep them as a contact. This would allow us to remove contacts who don't want to be contacted more easily.
11 votes -
Go to DocuSign Widget on Dashboard
As a working agent/rainmaker it would be nice to have a DocuSign Room Button as a Widget on the Command Dashboard. This will allow agents to go directly into an opportunity room and expedite the process of accessing documents.
2 votes -
Add Dashes to Phone Numbers in Opportunities
Currently numbers appear +14251239876 adding a dash (ie: +1 425-123-9876) to separate the numbers would decrease eye strain and improve readability.
3 votes -
SmartPlan Library Organization (Folders, Starring)
It would be very helpful to have folders for smartplans. In "My Smartplans" if you have more than one smartplan used for one group of people for instance that could be a folder called "Buyers" for example. This would streamline the smartplan page and ensure that you don't accidentally add someone to the wrong smartplan.
23 votes -
YouTube Paid Ads
Please add something in KW command where we can run paid campaigns on YouTube. I think the following options would maximize the benefit.
- Give the agents options to upload a list of prospective clients they would like to advertise to, or have an option for command to use the YouTube algorithm to target prospective clients.
- Provide options for the agents where viewers to skip the ad after a certain amount of time or watch the entire ad.
- Give agents the option to have the ad run prior to the video the consumer wants to watch, or if the ad will…
5 votes -
Allow Imported Reviews for Agent Sites (Zillow, Google)
We should be able to import our reviews from other central websites such as Google, Zillow or Facebook. Other real estate companies (such as Compass) can do this seamlessly (automatically).
11 votes -
Attach W9 to Outgoing Referrals
Link an agent's pre-loaded W9 to each outgoing referral they make. This is helpful from the administrative side because it would make the process of payment faster, prevent DA hold-ups while awaiting W9's to be sent, and would prevent the additional time to chase them down.
3 votes -
Edit Neighborhood Nurture Steps
Many people do not check their emails, and being able to set up an auto monthly text for the Neighborhood Nurture smart plan would be huge.
8 votes -
Allow JPEG and PNG Upload to Opportunity Documents
Our MC requires photo ID of all parties involved in the transaction. 99.9% of the time, we receive them as PHOTOS and then have to convert each one and other items from time to time into PDFs.
It adds up to a lot of wasted time, adding other document types to be uploaded would solve this. Thank you!
4 votes -
Notification for Unsent Texts via Twilio
It is really hard to keep track of texts that fail without checking each contact on your database. If we had this option, we could look into using alternatives for those contacts. There are also issues where there is no error messages on why it did not push through.
19 votes
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