40 results found
-
Send from @kw.com Email Address
Use our actual KW email addresses instead of the "agent99999@mailer.kw.com" when we send out marketing emails. The person would more easily recognize who its from and this would help avoid having our emails go to the recipient's spam folder.
163 votes -
Referral Opportunity Type
Right now our MCA team is having to recreate all referral offers/transactions to get incoming referral checks paid out to agents. It would be amazing and extremely helpful if the agent could select the sale type as a referral themselves.
102 votes -
Date Based Smartplans
I would love for there to be an option for date based SmartPlans. Where you can excluded weekends or even trigger SmartPlans to happen on certain days. For example similar to the birthday plan and home anniversary plan, have where you can do a wedding anniversary smartplan or even on certain holidays have it trigger that way you don't have to remember to set it up X amount of days before the holiday.
51 votes -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
32 votes -
Google Calendar Integration with Tasks
Link command tasks with google calendar so when you add or delete a task it automatically adds or deletes on your calendar as a task. Its super annoying bouncing back and forth between both systems
110 votes -
Track Referrals in Opportunities
Allow agents to easily tracker referral information in Opportunities so that they can easily submit the commission information for referral agents.
123 votes -
Improve Data Sync from MLS to Listings Applet
Easy button would collect data that is already in Command/the KWLS to save time on back and forth between Agents and Support. Ex. If their listing has been Active on the MLS for less than 24 hours, messaging indicates to allow up to 24 hours for changes to sync with KWLS. If the listing has been Active on the MLS for 24+ hours and there are still no photos detected, Listing applet has an easy button next to the listing to submit a ZD ticket to Support with MLS/listing details/List Agent details to kicks tart investigating the missing photos. Ex.…
9 votes -
When Exporting Mailing Labels, Only Export Selected Relationships for Contact(s)
example: select contact A and B who are linked as spouses with same address and export them. on the export sheet you get the contacts selected and any other contacts that are linked as relationship to contact A or B who have an address. So the user is trying to just get labels for their couples, but then any sons, fathers, cousins, etc of those contacts are exported as well if they have an address. it is exported as a separate label, but it is confusing to agents as they didnt want those people exported. it would make more sense…
12 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
8 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"11 votes -
SmartViews for Tasks
Ability to create Smartviews for task list
6 votes -
Alphabetize Team Member Names in Assignee Field
When updating ownership in a team account, the agents listed are not alphabetical - making it hard to find the agent I need to update the ownership
9 votes -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
7 votes -
Sort Mailing Labels Alphabetically
When generating mailing labels they should sort alphabetically and combine married couples on one label.
22 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
17 votes -
Allow Option for SmartPlan Steps to Skip Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
26 votes -
Increase the column width of the Smart Plan Name and decrease the width of the other columns.
Increase the column width of the Smart Plan Name and decrease the width of the other columns. more characters or space is needed to see the full name of the smarptlans. The other columns like date need less space.
3 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Task Table Remains "Sticky" after Completion
Frustrating. It should go back to where you were before. Scrolling up to the top wastes my time as I have to scroll back down and remember where I was.
5 votes -
Remove Trigger: Lead Claimed by Agent
agent would like to trigger the smartplan until the lead has been claimed.
4 votes
- Don't see your idea?