790 results found
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Condominium - filter
We need to add the option to filter by condominium to the Listing search filter, many agents have many properties in their database and this will make the search easier
Our agents have many properties in their database, and it is difficult to remember the street name of all the properties. Because of this, I request a new filter category to optimize the search for these agents. Please include the search for condominium
2 votes -
create forms to introduce automatic lead in command
Every CRM I know has a form creation function, whoever responds to this form is automatically entered into the command, avoiding manual work for this purpose.
2 votes -
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
2 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.
2 votesCould 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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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.
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2 votes
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2 votes
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2 votes
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2 votes
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2 votes
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Team members create Campaigns, Designs & SmartPlans
Give the Rainmaker an option to have their team members create their own Campaign emails & direct mailings, Designs and Team SmartPLans. This way the Rainmaker has a choice to either limit or give their team members free creativity.
2 votes -
Saved Search Sharing to Contacts
For contacts with relationships (spouses, parents, children, etc.) there should be a way to share the saved search created for one contact, to the other.
2 votes -
How to filter out HOPA
I would like to submit a feature request for HOPA verified neighborhoods in order to better and more efficiently service my clients. Due to the lack there of, my clients are spending time looking through and saving properties that they do not qualify for. Please consider adding this feature as soon as possible under property descriptions so that we may direct our clients accordingly.
2 votes -
2 votes
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2 votes
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2 votes
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filter out contacts that have a 'Do Not Contact' option selected under Additional Information
filter out contacts that have a 'Do Not Contact' option selected under Additional Information
2 votes -
2 votes
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2 votes
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2 votes
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