764 results found
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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.
20 votes -
Create Custom Neighborhoods (Rural Areas)
In rural areas like Coldspring, Livingston, New Waverly and all in between there are very few 'neighborhoods'. If adding or the ability to request a new neighborhood would be available, that would be amazing!
20 votes -
Notification for Testimonial(s) Received
Would be good to get a notification when someone fills out a testimonial section on our websites
19 votes -
Include Notes and Activities in Search Function
It would be great if we could search for a contact using a keyword that we know has been typed in the notes section of the contact.
19 votes -
Allow 10 Images for Paid Ads
Instagram allows users to post an image carousel up to ten images, so we should really be allowed the same limit when scheduling through our app. Some places cannot show their best potential with such few images, and it also compromises the design and feed organisation of our professional profiles, making it harder to develop a visual identity
19 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…
18 votes -
Update contingency fields
The new contingencies feature becomes non-accessible once the Commission Tab is pulled in by the MC. This results in agents receiving contingency emails, even for an opportunity that has closed with a closed commission status.
18 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.
18 votes -
Ability to Show Sold Listings on Site
We should have the option for consumers to see what type of properties we have sold.
17 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!
17 votes -
Auto-Match Listings to Buyers' Criteria
Ability to enter an MLS number for a new listing into a search feature that will locate anyone in your database that meets that criteria (has searched for similar properties on your website, etc.)
17 votes -
Filter by Custom Fields
Would be nice to be able to filter contacts by Custom Fields !!
17 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.
17 votes -
Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
16 votes -
Notifications for Individual Tasks Due
Currently, command mobile only sends out a task summary push notification for the day. Example: "You have 5 tasks due today and 10 tasks overdue"....
Would love to have a task push notification go out for individual tasks that are due by a specific time. Example: "Send Bob a confirmation call/text to confirm your meeting at 2:30pm today. Due at 10am"
16 votes -
Prioritize Preferred Contact Method in Contact Record
preferred contact method should be where the phone and email are entered so can immediately see what client prefers; having to scroll down is tedious--you're just not going to do it for every person you meet; plus they may get annoyed if you contact them the non-preferred way and that strains the relationship (weren't you even listening when i told you not to * but instead to *) Anyway, would like to see it in the main 'box' for the contact
16 votes -
Bulk Add Neighborhood(s)
After an open house, I would like to be able to assign neighborhood(s) to all visitors who attended the open house. Would need the ability to "look up on a map", not just type in the neighborhood since Nextdoor com does not always have the proper info.
16 votes -
Include Team Emails in Email Reports
Teams would like a way to view more detailed email analytics for team members. Say, one agent sends out a SmartPlan through their Team SmartPlan account, the Rainmaker should be able to see those analytics instead of only the emails sent out from their account. Currently, the email metrics will show from that particular account. There is not a team email metrics at the moment. Basically there needs to be a 'Teamified' Reports applet.
15 votes -
Send Image and Video via Text and Email SmartPlan Steps
The ability to attach photos and even videos to the twilio text messages you send through Smartplans instead of just through individual contact.
15 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!
15 votes
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