780 results found
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Update contingency fields on accepted offers and submitted compliance
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.
21 votes -
Email canva html
The ability to upload to command email designs a downloaded newsletter design from canva as a html.
21 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.
21 votes -
Add Merge Tag for Agent Signature
Problem, when adding an email you always have to manually type in your email signature.
Solution come up with additional Merge Fields like:
{Full.Agent.Signature} - to include their office address
{Short.Agent.Signature} - a variation of the Full with out the address.21 votes -
Sync Spouse Information (Address, Tags, Email, Phone, etc.)
It would be great when you add a spouse to a contact for their home address to copy over to the spouse and the tags as it is double the work currently the way it is set up. Thank you!
21 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.
21 votes -
Allow Duplicate Contacts in Team Database
For larger teams, we run into a lot of cases where a member of the team adds someone to their contacts, only to see the contact already exists in the team database. Our current workaround is telling the second agent to add the contact to their personal database, but then they can not leverage the team's SmartPlans, create team opportunities, the contact is not visible to the team, etc. We would love to have our agents operate solely out of their team account, but this snag makes it nearly impossible.
It would be nice if you could toggle a setting…
20 votes -
flow chart if/then smartplans automation
agent would like smartplans to would more like https://keap.com/ on keap they use an if/then mapping chart, so that if very specific interactions happen then it will change the flow of the plan as needed. so like our remove triggers but wayyy more in depth
20 votes -
Task Follow-up
When finishing one task would like an optional prompt to create the next task to ensure they are following up.
20 votes -
email lists
Can we update the way we scour through the email lists? Having to load 100 at a time, then have to wait for next 100 and have to return to the top each and every time to do anything is a waste of time.
19 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
19 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!
19 votes -
Automated Activity Tracking and Reporting
Command should be able to automatically track activity and outreach to our DB's.
This should be broken down by automated outreach (smartplans) and manual outreach (typically driven by tasks, calls, emails, texts or appointments).
This information is already being captured in each contacts timeline.
It would be helpful to add contact reason and contact outcome for each task or activity type ie for reason it could be cold outreach, DB follow up, Lead follow up, Client update, listing appointment, buyer appointment, etc. There may be different reasons for different activity types.
Then outcomes may look something like no answer, wrong…
19 votes -
Combine Contact Spouses on Mailing Labels with One Last Name
When doing labels print only the last name of the couple once unless one of the parties has different last name. Example Joe and Jane Smith not Joe Smith and Jane Smith
19 votes -
Command Calendar (Synced to External Calendars)
A calendar within command that can sync to our external calendars, icloud, google would be amazing
19 votes -
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.
18 votes -
Edit the 'Notes' Associated with an Activity
When adding an activity for a contact, you are able to add your notes associated with that call, text, mailing, etc. However, you cannot edit those notes once the activity is saved. So if you make a mistake you cannot undo it.
18 votes -
Calendar integration for Opportunity Key Dates
My Operations Manager had a great idea today: Calendar view on Opportunities. (So if you're trying where everything is within a week/month timeframe, it's easier to view.) Sync with Google Calendar too.
18 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"
18 votes -
Bulk Add/Remove Collaborators and Assignees
In a team command I would like to be able to bulk add collaborators like i can bulk assign. Essentially they select all the clients to do the bulk action and then select add collaborator and then it pulls up the list of agents to make a collaborator.
18 votes
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