617 results found
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Ability to edit Estimated Closed Date after an offer has been accepted
After the latest Command update, agents are no longer able to edit the Estimated Close Date in the Opportunity after an offer has been accepted. It's important that agents are able to update the closing date as that is the date we sort files for Compliance.
38 votes -
Add a date filter so user can select range of date, or specific date in general for activity reports
Per the product team, currently, there isn't an option to select specific dates when it comes to showing activity reports results.
"this week" means 8 days ago. If today is May 6, 2025, then 8 days ago would be April 28, 2025.
"last week" mean 14 days ago. Using the same reference date of May 6, 2025, that would place "last week" on April 22, 2025.
Users would like to select a specific date range.
38 votes -
Ability to Edit/Delete System Tags
We cannot edit or delete system tags, which results in duplicate tags being created/used. Please give us the option to edit or remove system tags.
38 votes -
Ability to Create Custom Forms on Agent Sites
It would be hugely beneficial if there was an option to create custom forms and add them to Agent Sites. This eliminates needing to create a Google Form and then manually add Contacts to your database. Creating those forms with the ability to set up lead routing / auto tag / smartplans would be awesome!
38 votes -
AI email, text, call script
Compose AI- Ability to have AI provide a text, email, or conversation guides for calls based on contact information, notes, social, etc. This would be great in Command and Command MC.
37 votes -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
36 votes -
Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
36 votes -
email campaigns adding archived contacts
When you create am email list for an email campaign, you can load all the contacts from you database for that list you are creating. This system is ALSO pulling archived contacts into that email list. If you select all to add to your email campaign you are including archived contacts in that list. The system will see those archived contacts, to the list but will not send emails to them due to being in the contact archive. I would love for the system to just not add any archived contacts to any campaign including email campaigns. There is a…
35 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.
35 votes -
Customize Default Rainmaker on Team Sites
Under the Organization Site in the Agent or Rainmaker section on Team Sites, I would love to see where you can add either multiple IDs or leave it blank. Agents that are husband/wife teams or 2 solo agents but combined as a team want to have a Team Website but for the Rainmaker contact information have it set to where it shows both agents name instead of just one or the other and there is currently no option to do that.
I suggest having the capability to leaving the Agent or Rainmaker IDs blank and being able to add your…
35 votes -
Edit a past Activity
I'd like to be able to edit a past activity--for example when I send a text I enter it in activities. Would be great to be able to go back to that activity and update it with comments from the conversation that happens later instead of having to make a new activity.
34 votes -
Email Reports for Individual SmartPlans
Being able to run a report for each smart plan email that is sent to see who un-subscribing from what plan, or who has opened each email. We are sending multiple emails for different plans, and it would be nice to be able to pull a report for each smart plan email that was sent within a particular smart plan!
34 votes -
Allow Formatting in Notes (Bullets, Space Breaks, etc.)
It would be helpful if there was a way to adjust the viewing of contact notes so it's not just one large paragraph. We reach out to our clients and keep track by date and start a new line for each date but when we look at the notes, it's all one paragraph vs being sorted by date even if we start a new line so they are all separate.
An option such as bullet points that can list things out within a single note would help in keeping things organized better.
33 votes -
Allow Option for SmartPlan Steps to Skip Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
33 votes -
Create Custom Key Date Fields
Create a date field in Opportunities for "Cleaning Date". We would like to be able to set this date in the opportunity key dates section.
32 votes -
Allow Merging of Duplicate Contacts at Import
I have tried to import my Database from a 3rd party CRM via a CSV file. I have many contacts already in Command from doing Opportunities over the last several years. However I have used my other CRM religiously for many years and wanting to get everything into Command. We now have an option to merge duplicates within Command but not as we import them in. It does not import the duplicate contacts. Which has halted my attempt to import and use Command to its fullest potential. I don't have time to import each person individually as I have hundreds…
32 votes -
Filter by Custom Fields
Would be nice to be able to filter contacts by Custom Fields !!
32 votes -
Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)
instead of having to manually enter the closing date from details to home anniversary, it should automatically go to home anniversary date field once the closing has been completed. this way would be easier for reports and smartpans than having to go back and enter each :) thanks!
31 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.
30 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.
30 votes
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