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.

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Christopher Basile commented
Definitely will enhance our email and smart plans
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Saiid Zamani commented
Great idea.
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Kimberly Tarver commented
Please add to Command MC. This is critical when you are working multiple market centers. The amount of time this would save could be a game changer for the growth team.
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Miquette Martinez commented
Need this for command mc as well. Need merge feeds for all signature options from phone number to email address etc.
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Sarah Ferretti commented
Time saver for all!
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Shane Woods commented
this would save our leadership team (and agents) a LOT of time when editing and duplicating smart plans across market centers.
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Monica Perry commented
When creating SmartPlans it would be great to have more merge tags available with our agent information (fields available in our Marketing Profile at minimum). This would be especially helpful for those of us who publish SmartPlans for other associates to use! Currently, we only have first and last name and App Code - I would love email, phone #, website etc.
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LABS Team commented
The Smart Plan Simple Email Type does not provide a Merge.Tag for Agent.Phone.Number; this would be greatly useful for Team-based Agents who want to utilize Smart Plans & have their appropriate signatures utilized with their phone number.
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LABS Team commented
It would be extremely helpful if we had merge tags for agent phone numbers in SmartPlans. I work on a team, and I have to create duplicate smart plans for each agent, with the only difference being their cell number. If we can have merge tags for agent names, why not phone numbers too?
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LABS Team commented
Currently, we only have agent.first.name, agent.last.name, team.name, and kw.app.link for agent functions.
Can you please add agent.phone.number and agent.email?
I'm part of a team and I can't add my contact information into the smart plans because they are used by the whole team.
Thank you!
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LABS Team commented
Add dynamic website addresses for agents on teams for when SmartPlan emails are sent from each agent.
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LABS Team commented
it would be great if we can auto-populate an agent's contact number, DRE, email, etc so it's easier to create a generic plan for the team. Currently, the only options are agent first name, agent last name, team name, KW app link, contact first name, contact last name, contact birthday & home anniversary.
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LABS Team commented
So our team smart plans do not only come from the rainmaker.
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LABS Team commented
When creating a smartplan email..... it only allows us to use auto-populate fields for agent first name and agent last name.
We really need to be able to have a field to populate agent phone and agent email as well.
In a team setting... if we want to use the same smart plan templates..... right now we can only set it to populate the assigned agents First and Last name and App link.
We obviously want that agent's phone number, email address, and probably license number for compliance to also be a field that can be dropped at the bottom of a smartplan email.
Otherwise we need to create separate smartplans for each individual agent on the team and that complicates things for us.
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LABS Team commented
Smartplans have merge fields that pull from the Marketing Profile. We need merge fields with the agent phone number and DRE number. This makes it easier for Team smartplans, so each team member doesn't need their own smarplan. ?