135 results found
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Add a scroll bar to the Closing This Month section in the Opportunities applet
There is no scroll bar in that menu so it looks like a static chart. They should put a scroll bar so people know they can scroll for the rest.
2 votes -
2 votes
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Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
8 votes -
Change Opportunity Name in Command to Property Address, not the Contact name
Can we get the Opportunity Name (shadow) in Command to say "Property Address" NOT the Contact Name. The Contact name is ALREADY in there. It makes it impossible to find the Opportunity in Command when it's put in with a Customer/Contact name.
2 votes -
3 votes
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Trigger email from stage change in opportunity
Add the option so that once an Opportunity is changed to a different stage, it would automatically send a specific email out to that client. For example: An Opportunity changes from a stage called "Showings" to a stage called "Under Contract" - An email would automatically be sent out with details for the clients next steps.
2 votes -
2 votes
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3 votes
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2 votes
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Import the new signed documents from Loop into the Loop that has already been imported in Command
When a loop is imported into command, all forms within the loop are placed into a custom folder. However, If forms are added to a loop after it has been imported into Command, those new forms will not be automatically included in the original custom folder. We would like the forms that were added to the loop after the import to automatically get added to the existing custom folder.
2 votes -
client updates
It will be helpfull to be able to edit how often de client updates are send, and also be able to add for example how many views or visits the leasing have had in for example the last month, show the results to our clients and not the tasks that we have done.
3 votes -
2 votes
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Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites.
Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites. Example we have a buyer who was purchasing a town home that got to the stage Contingent and Phase Under Contract. How ever it did not go through. We have tagged it as Lost Oppotunities. However if we go into the contacts Opps Tab it still shows Stage Contingent and Phase under contract. It should show there it is a lost Opportunity without having to go in Opportunity.
1 vote -
Highlight non-compliant files in "All opportunities" view
When looking at the "All Opportunities" view it would be helpful if non-compliant opportunities could be highlighted so we can quickly and easily see which files need attention.
1 vote -
Having an email address within each opportunity
Having an email address for each opportunity, so when I receive documents from the other side of a deal I can forward them to Command and NOT need to download documents before putting them into the Opportunity. Other platforms (SkySlope is an example) have had this feature for years.
1 vote -
create a commission statement within commission/offers
create a tab in the offers and Commission section for agents to plug in Commission statement details and allow to be saved as pdf or uploaded to mc
1 vote -
On OPPORTUNITY HOME page allow the filters that we apply to stay! I shouldn't have to see EVERY transaction in my career.
On OPPORTUNITY HOME page allow the filters that we apply to stay! I shouldn't have to see EVERY transaction in my career.
1 vote -
Messages about contacts
I would love to see the option to send messages to team/collaborators to chat about a lead without an opportunity or deal; to tag a team member so they get a notification; to keep communications in one place for the team.
1 vote -
Opportunities WITHDRAWN from the MLS or TERMINATED
Whenever a contract has been closed, the Opportunity Phase is changed to CLOSED. It would be very helpful, especially for tracking purposes, to have a WITHDRAWN Phase if the seller decides to withdraw the listing from the MLS or a TERMINATED Phase if the buyer or seller terminates the contract. Otherwise, these all go into the Archive file and it doesn't really explain why it is being archived and cannot be used to filter out your withdrawn and terminated Opportunities.
1 vote -
word search in documents uploaded
In Documents, there is a feature that I would like to see in Command where the documents you upload are searchable. Frequently, we receive very wordy documents and emails and need to find them within files that have hundred of pages. Sometimes we have obscure documents or contracts that we don't remember the name of and we want to find it in the file. If we could search the documents that we upload, this would be very helpful. SkySlope has this feature and I really miss it now that I have moved to Command.
1 vote
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