I also would like to be able to integrate my referral network into contacts. I am part of kw Military and have referral partners I would like to have on campaigns and smart plans. I noticed in "My Network" I can tag partners but the tags don't do me much good if I still have to scroll through to find them as there is no way to search by tag. If they were integrated in contacts it would make the entire process quicker and more efficient.

I asked about this today as well. I love this idea. Instead of either automatically or by selection to add the agent to contact as well. I would like to see Referrals renames as Referral Partners and having the same capability of contacts, texting, emailing, DOB, MC address etc. and it would be the bomb to be able to see / add & delete networking partners on the app as well.

Command Center is designed to help us save time and be more efficient. Manually plugging in every Referral agent that gets into our system into contacts is extremely time consuming and tedious. If this can't be done then allow smartplans to work in our referrals tab in command to execute email and texting campaign just as if it were in our contacts tab.

We want to be able to mass email our referral partners either via Command or to export a list of their emails. This would allow us to connect with our referral partners on a regular basis.

https://www.loom.com/share/b2f4730286bc44e496be85e4c6dd8487

We are having trouble keeping track of referrals that we have sent to other agents. Referral agents are terrible at providing updates. We need to follow up with them on a bi-weekly or monthly basis for an update. We currently put a monthly smartplan in the contact that they are a referral, but there is no link to the referral system to get updates, so we are having to duplicate data or bounce between the 2 systems that should be integrated and more easily accessible and efficient.

Mark Pawlak 630-770-4327