172 results found
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Edit timeline activity
Edit timeline activity - Contacts applet
2 votes -
Show if an opportunity is lost on the contact's opportunities tab
When looking at the opportunities that belong to a contact, I'd like it if it displayed if the opportunity was marked lost.
There are definitely opportunities in my command that I forgot to mark lost. I'd like to not have to take the extra step to open each opportunity to verify if I had marked it lost.
1 vote -
Feature to track each individual team members number of notes
Provide a feature to be able to track the number of notes team members submit to contacts in Command.
1 vote -
send a recruit lead to our leadership team through Command
Is there any way an agent can send a recruit lead (potential new agent) to our leadership team through Command?
2 votes -
export my contact ACTIVITY including texts, emails, smartplans,
Be able to export my contacts ACTIVITY including texts, emails, smartplans, etc.
11 votes -
"Database Health Score" should go up to 100
I have 100% of data completed but my "Database Health Score" still shows 93.33%
2 votes -
AI text to contact or voice to text to contact
It would be helpful if we got an AI that could take in texts like "I talked to a guy named steve at an open house. hes looking for a house in a year and hes a veteran. His number is 333333333" and create a contact with specific tags like "veteran" or lead source as "open house" or create a smart plan for 1 year AUTOMATICALLY.
2 votes -
contact checklist
Please provide the ability to add a checklist (just like in the opportunity phases) to a contact that is added to command. This is an early stage of the lead generation process, but we are not able to create our own checklists on how to "connect" or develop that contact relationship further.
2 votes -
Need the ability to add pdf files to a Contact
With the increasing usage of AI note taking devices that export notes and conversations as a PDF file, agents need the ability to add those notes to the contact. Current note limitation where it takes several paragraphs and turns them into one long mess is useless.
Clean outline and transcription on the pdf will help agents who use these call recording and note taking devices instead of asking agent to type in one thing and have platform try to make it all one long sentence.
3 votes -
Suggested System Update: Filter for Phone Numbers Unable to Receive Text Messages
I’d like to suggest a potential system update that could help with database management. It would be very helpful to have a filter or flag that identifies phone numbers in the database that are unable to receive text messages. Currently, the only time this becomes visible is during the text verification step when an exclamation mark appears next to a contact before sending. Adding a way to filter or view those numbers in advance would make it much easier to clean up the database and ensure messages are only sent to numbers capable of receiving texts.
1 vote -
need a neighborhood
trying to get a neighborhood nurture for a contact neighborhood.there are neighborhoods close but cant get them to come up so i can click on them
2 votes -
primary phone alert
Provide a Primary Phone alert, just like Primary Email Alerts for phone numbers that unsubscribe or type back STOP
2 votes -
AI ISA
Have an intuitive AI ISA that reaches out via text to incoming leads to qualify them, and interact with them until it's time to pass them off to an agent. It would also identify contact activity in our CRM and start a text dialogue to try to reengage a contact/lead.
1 vote -
commercial
Agents in the Commercial space would benefit from having Contacts' Company as a merge tag.
1 vote -
Merge Tag
Can you add a merge tag for "contact address"? Even better can you make it where any option in the contacts column has a merge tag to go with it.
1 vote -
Export specific client names based on their last name (ex: A-H, I-P, Q-Z).
Export specific client names based on their last name (ex: A-H, I-P, Q-Z). I want to be able to search for this in the filters without having to individually select each name.
1 vote -
Filter by Home Anniversary Year
Currently the filter will filter by the Day and month of a Home Anniversary. So if you want to look just for home anniversary's of clients who purchased 5 years ago, you won't be able to. As the filter will show all the anniversaries, as they happen every year.
6 votes -
Alert Pop-Up or Prominent Field under/next to Contact Name
Create an Alert Pop-Up text box, or and alert text field under or next to contact name. that would be seen each time a contact is pulled up. This would flag an agent that there is something important to know before reaching out, such as "spouse recently died" or "currently battling cancer", etc. This would also solve the other ideas of "Buyer Bullet Points on Contact Page" and "Do Not Contact" next to client name. Currently there is no way of knowing unless you scroll through notes prior to contacting each client.
1 vote -
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
25 votes -
3 votes
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