9 results found
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Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
33 votes -
Ability to link tasks together or create a series
It would be great if we could create tasks that are linked to one another for when we are working on large projects.
1 voteCould you not do this by linking them to the Opportunity? If not, please let me know why so I can look into a possible solution. Thank you!
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Separation of Database tasks and Opportunities tasks
I use smart plans to create tasks for lead generation AND I use opportunity tasks. Currently, that all goes to the same list (which is great). I would like an extra tab at the top to select only the opportunity tasks out of the general tasks. Obviously, these are more time sensitive than the lead gen tasks created generally so I would like to be able to check them quickly from that list rather than go into each opportunity individually.
1 voteCould you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
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updating checklists
Updating a Current Checklist with new items - Currently cannot save a new task item into a checklist.
1 voteCan you give me a little more detail about what you are trying to do? Feel free to email me at matthew.wilburn@kw.com
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DocuSign Integration for Agent Sites
I would love to see this for SA please
1 voteHi there! Please tell us more about this request. What would you use DocuSign for on your Agent Site or Consumer App?
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Allow Guest Users to Access Opportunity Discussions
Currently, a Guest Admin cannot participate in Opportunity Discussions, since Guest Admins sometimes fill multiple roles in support of a transaction this would be a key feature for larger teams to take advantage fo this feature.
4 votes -
Filters for Opportunities (Date Range, Status, Compliance Status, Submitted Date, etc.)
It would be helpful to be able to pull reports of opportunities with a date range and status option. Many times, we have wanted to see the transaction type, where each transaction is; cultivate, appointment, closed etc and include the contact details. Also, it would be great to have the report csv exportable.
4 votes -
Add More Than One Document to Checklist Item (without Merging)
I usually have to merge multiple PDFs into one file in order to upload it. I would love the ability to add multiple attachments to any category without having to make it into a single PDF
4 votesCould you please tell us more about where you are uploading multiple documents? That will help us to prioritize this and alert the correct team.
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AI Tool to Create Pre-Written Content and Images for Designs (Newsletters)
I would love to see widgets in the email designs that have prewritten content for agents. Agents then drag and drop. I would love to see national articles around real estate, local content around real estate & local events, market information, and home tips, seasonal checklist, home trends, etc. Multiple widgets each month with content so agents have a very custom feel to the newsletter and not any brain damage.
9 votes
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