This would be perfect for creating a true automated workflow. Once a certain task is completed, having the next associated tasks auto-populate would save a lot of time for manual entry/update and mental workload.

Would love to be able to create a smartplan that will fire the next step once the previous step has been marked as completed. For example, smartplan forms task to call contact. Once that call has been made and that task marked as completed, the next smartplan task fires immediately to send an email but this email is not sent until the call task has been checked completed.

This would be great, especially from the Command MC side of things.

Example: If an agent reaches X in volume, send them Y email

It would be very useful to me personally to be able to use logic in a SmartPlan.

* We can randomize the SmartPlan delay with custom scripts:

** 5-15 days for a delay rather than a hard-coded amount of time.
** Allowing agents to write custom scripts for this means we could randomize touches from 1 day to any amount of time at all.

* We can randomize the steps in a SmartPlan:

** Rather than text, email, text, email. It can be pseudorandomized with code.
** This is achievable by indexing the tasks in a container, such as a dictionary, and randomly choosing one to show up in the agent's tasks for the day.
** You can still write code that checks if a delay is required.

*** IF (previous task != delay) {choose delay} ELSE {choose random task from SmartPlan}

* Logic for adding contacts to other SmartPlans:

** IF the contact responds 3 times {subscribe {contact} to {ChosenSmartPlan}}.
** IF the contact becomes a lead AND initiates contact {subscribe {contact} to {ChosenSmartPlan}};(a smartplan to get the appointment for example).

* Logic to deliver notifications to the agent:

** The goals tab seems to be largely off my radar. I like to analyze data as numbers fascinate me, therefore...

*** IF {date/time} is >= "the 15th" AND {LeadsGeneratedThisMonth} < {Agent'sGoal} {notify agent that they should be committing more time to {LeadGeneration}};
*** Being able to write custom scripts like this would massively beneficial to an agent like myself who is vigorous and highly ambitious.

Python would likely be the most readable and simple coding language, but I'm not sure how well it would integrate into Command, as I don't know what language was used to build it. Python has some great libraries with most of the things agents would ever need prebuilt into them.

Adding the custom scripts feature allows a multifaceted agent like myself to be exponentially more competitive, and to deliver a significant amount more value.

Example: A Smartplan could be set up with the following parameters:

Step 1 - Task to Call Client

Step 2 - Delay 90 Days (Only triggered when initial task is marked as "complete")

Step 3 - Repeat Unlimited Times

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This would be extrememly beneficial for agents with larger databases who may not always be able to stay up on their tasks 100% of the time. This would also allow agents to stay more on schedule with their calls/touches.

Current Issue Example: Agent adds Contact to regular Quarterly Call Plan, since the Agent has over 1,000 contacts on this plan, they don't make their call until 30 days after the task due date. However, the Agent is still given another task in 60 days to call again, even though the purpose of the plan is to only call each client every 90 days.

Overall, this would drastically improve Smartplans and allow for countless additional use cases by taking away the limitation of plans being time/date-based, and instead be progress-based, moving forward based on actions taken.

Forgive me if this has already been mentioned but I think an If > Then conditional function within smart plans would be great.