755 results found
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Opportunity Stage Change Smart Due Date
Add the option of a Smart Due Date for Opportunity movement through the pipeline. When I move an opportunity from Watch to Nurture (for example), I want to be able to set up my checklist so the tasks fire of X days after the opportunity enters the stage.
1 vote -
Assign a task to several tagged contacts at the same time
It would be great to include a TASK Action for all tagged contacts at the same time. Right now I can pull up all contacts with a certain tag, but I can't mass Task them the same task.
1 vote -
Info Goes Away when you back out of the opportunity back to address search...
When looking for opportunities, for example, 'All Opportunities', it takes you to the search area where you can search the address. When you type in the address, the opportunity comes up which is great. However when you are in the opportunity and click 'back' in the browser to take you back to the searched addresses, it's completely gone back to the default search area. This is super inefficient and it would be great to go back to what I had pulled up to keep it organized instead of redoing my search again.
1 vote -
Mileage Tracker for KW Command App
Create a mileage tracker within the KW Command App so agents can log their business miles for their car. Or perhaps integrate a 3rd party mileage tracker.
1 vote -
1 vote
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reassign contacts when team members leave
When an agent leaves a team, contacts assigned to that team member need to be reassigned to the rainmaker automatically.
Often times a team forgets or doesn't know this needs to happen, then emails may go out from Smartplans that look like they come from that agent even though they are not on the team anymore.1 vote -
The ability to filter by our teams assignees in opportunities
Team Rainmakers/Admins would benefit from being able to filter through our opportunities by "Assignee". Right now you can only filter by owner or tag. On teams the "owner" will always be the Rain Maker. Making an assignee option to filter through would be extremely helpful for teams with 3 or agents or teams that have a high volume of units.
1 vote -
add confetti when a task is completed
add confetti when a task is completed
1 vote -
Allow "@msn.com" emails to be used when linking Microsoft365 to Command
Let users connect Microsoft365 to Command using their @MSN.com emails.
1 vote -
share notes
Have the ability to include the note I add to one of my contacts to be updated on their associated persons (ie. spouse) contact card. Example:
I add a note to James Doe and same notes gets added to Jane Doe
Note: Talked to James and he said they will sell in 3 monthsI want the note to automatically or give me an option to have that same note added to the associated person.
1 vote -
Schedule Send One Off Emails
With the new email option in Contacts, I would love to see the ability to schedule send an email to your database that way you don't have to create a smartplan for just one email.
1 vote -
SmartPlan Visibility Enhancement
On both the home page and the contact page, the menu should show which SmartPlans the contact is currently assigned to without requiring a user to click further into the contact details. This would save time and improve efficiency by eliminating the need to drill down into individual contact profiles just to check SmartPlan assignments.
These improvements would significantly streamline workflows, reduce unnecessary steps, and make it easier to stay organized.
1 vote -
Automatically Prompt for SmartPlan Changes When Marking/Unmarking a Lead
Currently, there are too many manual steps involved when managing leads and SmartPlans. When a contact is marked as a lead, users have to manually add them to a SmartPlan, which can be time-consuming.
I suggest that when a contact is marked as a lead, a pop-up should automatically ask if we want to add them to a SmartPlan, allowing us to select which one. Similarly, when unmarking a contact as a lead, it should prompt us to remove them from any assigned SmartPlans, giving us the option to choose which plans to remove.
Additionally, once a contact is removed…
1 vote -
allow searching for contacts to index the activities
when searching for contacts, search for all information about the contact, including activities
1 vote -
save search
Save searches should be enabled for all Contacts despite of them using the KW App. Just like Matrix, Flex, Brivity, Chime, Top Producer and other CRM's. As of now, if the contact does not use the App, the save search will NOT go out.
1 vote -
text messages come from your cell number not different phone number
I think it would be helpful if sending a text message through Twillo it was from your cell number and not a different one.
1 vote -
How to make Vendors searchable within Command
So my broker told me she wanted a better layout for our vendors list.(We currently have an excel spread sheet) I began playing around in command and found that even though we put our vendors contact info in command with a description of what they do the what the do part in the description wasn't searchable in contacts. For instance if i needed a window reapairman i can't just type window and it pull up my contacts for my window repair vendors. I wanted to know what made information searchable in command. I tried making a smart view for all…
1 vote -
automatic transaction emails
Using smart plans as the property goes under contract and moves through the stages, the ability for command to email the transaction side (seller) status or reminders throughout the transaction
1 vote -
Opportunities API Access w/ 2 way sync
I use third party software to display information from multiple databases into Airtable as a web app for my team. I would like to also bring data from Opportunities into the teams app and be able to make changes in my app that will sync back to Opportunities in Command.
This would allow Teams to use another lead aggregator, like GoHighLevel or Brevity, that includes Pipeline data syncing into Command.
1 vote -
Duplicate Folder
I have a folder with custom design templates for my open house materials (sign-in sheet, print-flyer, door hanger, social post, social ad, etc). I would like to duplicate the entire folder with all of these templates. Right now I duplicate each individual design one at a time. This gets very tedious when I have a bunch of upcoming open houses because I have to duplicate each media piece multiple times and move them between folders. I'd like to just duplicate the entire folder rename it, then start editing the content.
1 vote
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