833 results found
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Messages about contacts
I would love to see the option to send messages to team/collaborators to chat about a lead without an opportunity or deal; to tag a team member so they get a notification; to keep communications in one place for the team.
1 vote -
adding a smartplan step on a specific date using a calendar
adding a smartplan step on a specific date using a calendar
3 votes -
integrate my current twilio account with Command
integrate my current twilio account with Command. The current Twilio account was create in another CRMS.
2 votes -
Add a "split document" button when needing to "update" document
When agents are needing to "update" their document due to compliance, they is no option to split that document unless they do it in DocuSign already. This tends to be a hassle for agents who need to update multiple forms for compliance.
1 vote -
Share designs with Linkedin
Share designs with Linkedin
2 votes -
3 votes
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2 votes
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Ability to assign tasks to a Client
Ability to assign tasks to a client that shows up in the daily (or weekly) updates. For example - Seller to schedule terminate utilities. Or, Seller to provide contract to their mortgage officer. etc
1 vote -
Digital Business Card - Ability to add profile picture from Marketing Profile
For the QR code in the Command app for the digital business card, I would love to see the ability to add your profile picture into this business card that is in your Marketing Profile to make it look more professional or the ability to customize what details you do/don't want on the business card.
2 votes -
Sponsored Event Editor Hub: Add more characters
There are not enough characters to each section whenever you're adding information like the title and sponsor of the event. Please make it available to add more than 22 characters to these events.
1 vote -
Expanded Relationship Options
Expand the options for Relationships. Some key relationships are missing in the drop down. It would be beneficial for Command users to be able to note Relationships such as : FRIEND, ROOMMATE, CO-WORKER.
3 votes -
Upload Documents into Contacts
I would love the ability to upload PDFs into a contact. Buyer Agreements and Referral agreements could be held here.
On the side with all the tabs, just have one that says "Uploads" or "Documents"3 votes -
Detailed Click Data in Campaigns
For my email campaigns, I would like to see what individual contacts in my specifically click on in my email. For example, did they click on a specific article/image, or a specific button?
That way it allows me to better interact with the contact, and could potentially allow for agents to create a trigger for a SMARTPlan creating a follow up if a lead clicks a specific link.
4 votes -
Separation of Database tasks and Opportunities tasks
I use smart plans to create tasks for lead generation AND I use opportunity tasks. Currently, that all goes to the same list (which is great). I would like an extra tab at the top to select only the opportunity tasks out of the general tasks. Obviously, these are more time sensitive than the lead gen tasks created generally so I would like to be able to check them quickly from that list rather than go into each opportunity individually.
1 voteCould you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
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smartplan when task complete immediately fire next task
Would love to be able to create a smartplan that will fire the next step once the previous step has been marked as completed. For example, smartplan forms task to call contact. Once that call has been made and that task marked as completed, the next smartplan task fires immediately to send an email but this email is not sent until the call task has been checked completed.
5 votes -
Send email notifications on tasks in Command
Tasks notifications on the app are a hit or a miss. They sometimes do not appear until 1-2 days after the task was created. Like other CRM's, it would be great if an email can be sent each time a task was created or at least once a day. Our team cannot currently depend on getting tasks and this is crucial to our internal team communications and customer service.
2 votes -
2 votes
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2 votes
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email notifications for consumer tour requests
I would like to also receive an email when a consumer requests a tour on the Consumer app.
8 votes -
More accurate of Call results in timeline
when recording a Call on the contact timeline it defaults to We Talked when you actually may have left a message (CLM) or no answer of the phone (CNA)
3 votes
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