Skip to content
← Command

How can we improve Command?

Command: Contacts

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Contacts Filter by Smart Plan

I was helping an agent assess her database to see who she had added to the Long Term Nurture, Monthly Neighborhood Nurture and 8x8 Smart Plans. As of right now, the only way to see this (that I can find) is to go to the Smart Plans Kelle Guide and view the contacts that are already checked. It would be amazing if in the contact filtering, we could filter contacts by Smart Plan. For instance, click on 8x8 and it would show all the contacts that were assigned to that smart plan.

1 vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

LABS Team shared this idea  ·   ·  Report…  ·  Admin →
Comments are closed An error occurred while saving the comment
  • LABS Team commented  ·   ·  Report

    It would be extremely helpful for agents to be able to filter their contacts by "on an active SmartPlan" or "not on an active SmartPlan" (potentially different wording). This would give the agent a glance into how many of their contacts are on SmartPlans and how many are not, and give them motivation to add more contacts to SmartPlans. Currently they can only see the list of clients on individual SmartPlans, not a master list.