832 results found
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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…
33 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.
32 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 -
Integrate Referral Network into Contacts
Being able to add a referral agent in my network to my contacts so that I can add them to a campaign or be able to mass email my referral network
30 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…
30 votes -
Allowing team members to view the Keller Williams Library when in Smart Plans
Team members cannot view the Keller Williams Library when they are in their team account in Smart Plans. They can only see these when they are in their own profile and not the team profile unless they have enhanced permissions.
27 votes -
Partial Word Search in Tag Search Bar
include in Command that the tag search engine shows results when entering any letter of the tag and not only the initial of the tag.
27 votes -
Timeline Tab for Listings
We need a 'history' field when registering the listing in Command, this field must show all changes made to the listing, from changing a word to changing the value or availability, everything that happens in the 'life' of the listing must be displayed in a timeline. Another improvement would be the possibility of manually including a note in this timeline field, so that, for example, when an agent speaks to the property owner to check if everything is still alright, but there is nothing to be changed in the registration, the agent can record that the listing was updated and…
27 votes -
Campaign Template for Open House
We have campaign templates coming for Just listed and Just Sold. We should have them for Open House as well.
26 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 -
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?
26 votes -
Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
25 votes -
Allow Guest User Access to Multiple Teams
I support multiple kw teams. How do I get access to all their Commands without having to log-in as someone else?
25 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…
24 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.
24 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…
24 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.
24 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!
24 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.
23 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!
23 votes
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