749 results found
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Merge Tags for Twilio Texting
In Twilio, have one of the merge tags be the address of the contact in order follow up better with seller leads.
15 votes -
Add Contact to Email List
The ability to add and remove Contacts from Email Lists from within the Contact Card. If timeline shows emailed failed, why make agent go through Campaigns and the lists to remove? If agents can see the Email Lists a Contact is on currently and want to add to existing list, add from Contact.
15 votes -
Update Referrals Filters
Referral Filters are limited to KW Specializations and Production numbers. Many times agents need to find someone who speaks a certain language or specializes in waterfront properties or ADA compliant homes, etc. Allowing more filters that would pull information that is stored within White Pages would help improve the types of Referrals being received and requested
15 votes -
Add Home Valuation to Agent Site Homepage
Now that the full options for modules are released, agents would like the ability to add other kinds of modules to the homepage or default pages of their sites. In particular, agents focused on sellers rather than buyers would like to be able to replace or supplement the home search function with the home valuation module.
15 votes -
Allow More Landing Page Customization (Linkable Photos, Photo Sizing, Text Sizing and Fonts, etc.)
Currently when attempting to create a custom or landing page the items below are features that aren't offered or available.
- Linkable Photos.
- Customizable sizing and placement for video/photos.
- Text with customizable sizing.
- Customizable Fonts.
15 votes -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
15 votes -
Share Opportunities between Individual Agents
Teams are able to add assignees to opportunities so both agents are able to see the opportunity. Single agents should have the option to add agents in their market center to their opportunities if they are splitting the deal or working as a mentor on the deal. This way the other agent can have access to the whole opportunity and see the documents.
15 votes -
Change, Delete, Archive Sent/Received Referrals
I want to be able to archive, change, or delete referrals that I receive or send. Sometimes, the receiving agent leaves KW and does not close a referral after the closing, or the client chooses another option. Being able to clean up my referral page will be most helpful. It causes anxiety for me to see all of the referrals that are either closed, expired, or should just be updated and deleted.
15 votes -
Show Opportunity Notes in Contact Notes
This would be very help because if an opportunity is either lost, archived or closed, we will be able to see the notes that will be useful for other team members that are going into the database to call/check in.
15 votes -
Group Texting in Command Mobile
Need ability to text message multiple clients at the same time (group text) through Command Mobile.
15 votes -
Attach PDF to SmartPlans Emails
Under smartplans, we should be able to attach a document to a particular email. For instance, I have a smartplan set up where I wanted to send any prospective lead that comes in a Home Buyer's Guide. I should be able to attach the guide to the particular email I want it in.
15 votes -
Tag Types Needed for Filtering Tags
Tags are color coded but there's no way to filter the tags by their color. For example, we use green tags to differentiate client budget and purple tags to show client hobbies/interests. If we want to see all the purple tags together, there's no way to do that using the column filters or search. We have to use pre-fixes on our tags to keep groups of tag types together. Please add another filtering column in the settings/tags section for tag types?
14 votes -
Export Mailing Labels via Tag
If I select certain groups via tag or filter...for example birthdays...and export it to mailing labels via the bulk function, I ONLY want to get the specific people that I selected in that tag or filter. Currently, if that contact is connected to a spouse relationship, then the labels contain both individuals and are useless for birthday card mailings or specific things targeted toward one individual.
14 votes -
Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card.
14 votes -
Export Opportunity Documents to 1 PDF File
The ability to download all documents from an opportunity to a single PDF file is useful and should be implemented.
We should have the ability to choose individual files, or a combined PDF.14 votes -
14 votes
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14 votes
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Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
14 votes -
Access Opportunity Documents in Command Mobile
There doesn't seem to be a way to access my documents for a transaction in Command App mobile version. Is there a way to add that feature sooner than later? There is a Detail, Tasks, and Notes in the opportunity. That would be a great location to add access to docs.
14 votes -
Add Meta Pixel to Paid Ads
Most of us run ads on Facebook as well as Google.
Pixel is Facebook's version of an ad tracking/conversion tool.
Google ads tend to be more expensive than Facebook ads.
Facebook is great for building awareness. Our clients need a way to start building a relationship with us BEFORE they ever speak with us.
Facebook ads are not as effective without Pixel. Pixel can be attached to the entire website as well be used for specific landing pages, if your using a particular funnel. Pixel allows us to track conversions and optimize our ads. It helps us understand when people…
14 votes
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