SmartPlan Library Organization (Folders, Starring)
It would be very helpful to have folders for smartplans. In "My Smartplans" if you have more than one smartplan used for one group of people for instance that could be a folder called "Buyers" for example. This would streamline the smartplan page and ensure that you don't accidentally add someone to the wrong smartplan.
LABS Team
shared this idea
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Denise Hart
commented
Sort Smartplans and Folders
It would be helpful if to have folders for smartplans. Also the ability to sort plans alphabetically or by sequence order.
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Miko Calivo Sloan
commented
This would really be helpful so that I don't have to scroll through all my smart plans to find the one that I am looking for. Folders would be a great way to sort smart plans: newsletters, SOI, buyers, sellers, fsbo, expireds, recruiting, etc.
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Jake Buckholz
commented
Allow for smart plans to be organized in folders or with tags. I want to be able to search through my smartplans the same way I can search through my contacts.
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LABS Team
commented
Please! Make it so that when Smart Plans are sorted, they stay in the same sort and/or create Smart Plan Sort views.
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LABS Team
commented
Being able to "star" smartplans so your top/most used ones are at the top of the list or a way we can pick the order. Our team has a lot of smartplans for different things so it would be nice to have our main smartplans on the top of the list so our agents don't have to search through
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LABS Team
commented
As new SmartPlans are added / download / created, it would be great to be able to re-organize or customize this page. Maybe create buckets like "Lead Based" or "SOI Based" SmartPlans. "Holidays" as well. This way, you don't have to scroll through the list just to find what you want or see what you have set up. I guess just a more visual screen would be nice.
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LABS Team
commented
My Smart Plans Ordering: it would be very helpful if we could have the ability to custom vue/custom order our People Plans based on the ones we find most valuable. In other words, order the My Smart Pans so that my favorite is at the top of my list of Smart Plans.