135 results found
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Add a field to Opportunitites to enter a clients Mailing Address
We want the ability to create a better connection between Command and DocuSign such that if we don't have a client's mailing address when an opportunity is created we can add this to the contact and/or opportunity and it will still sync with DocuSign and eliminate the need for agents to add it in all 3 locations manually.
2 votes -
Repeating Opportunity Stage Tasks
So we are able to create tasks linked to an opportunity and make it repeating, however we are unable to make a repeating checklist task through the Opportunity Stages & Checklists customization. It would be helpful in particular for the Cultivate phase to have a repeating follow up call task that automatically is created to keep in touch with potential future listings/buyers, rather than having to create a task for every new opportunity in the Cultivate phase.
1 vote -
Do Not Require Commission Rate at Opportunity Creation
When I'm starting an opportunity, don't make the commission rate required. On listings, the value hasn't been established, and with buyers we don't have a budget yet.
Stop making do irrelevant work before I need to
6 votes -
Export All Opportunities List
One excel that exports all opportunites and transaction summary similar to this https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity (https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity)
but would like one excel with separate columns.
10 votes -
3 votes
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2 votes
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Agents can Download their DA's
No matter which side of the transaction they are on, allow agents to download their own DA's from opportunities.
If the agent is on a team, allow the rainmaker to control what data a team members sees when they download their own DA.
1 vote -
3 votes
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Ensure Consistent Access to ‘Do Not Share’ Option Across Opportunities and Listings Applet for MC Exclusive Listings
Agents require the ability to create Market Center Exclusive Listings directly within the Opportunities Applet, including the option to select “Do Not Share - Listing Will Only Be Visible to You.” The current inconsistency in the UI between the Opportunities Applet and the Listings Applet forces agents to use a less intuitive workflow, which could result in potential exposure of sensitive client information. This inconsistency disrupts the user experience and increases the risk of errors, especially when dealing with NDA-protected listings.
2 votes -
Include Email Template Designs in Opportunities
I like to send certain emails to my clients at different stages of the transaction including "Congratulations, you're under contract" with a list of dates, next steps, and explanations as soon as an offer is accepted. Then another email after the option period, reminders, etc. I have these saved in my gmail as a template now, but would love to see the ability to send the template (saved in command/opportunities) pull the key dates, property address, and client names when filling the email templates.
6 votes -
Option for CAP & Royalty Status Rings
Please bring back the ability to see the CAP & Royalty Status Rings for Team Members in the commissions tab! This was vital for our staff to manage our internal reporting and tracking! If this was changed for "privacy" concerns, it could at the very least change to make it an "optional" tab for agents to Allow/Not Allow their Rainmaker and Admins to see their status rings. This puts the control in the agents hands still, but gives teams the option to view it, if allowed, vs just taking it away!
1 vote -
searching checklist items in split and attach
When using the the split and attach feature I want the ability to search for the item rather than scrolling through the list of items to add the doc to. Also within the split and attach option I would like the option to add a new doc to the checklist.
2 votes -
Print Opportunity Timeline Tab
I would like the ability to print the timeline tab of an opportunity. This allows me to see all of the logged activities in one sheet to my agents instead of sending them multiple screenshots.
5 votes -
Make "Closed Date" in Opportunity Details Typeable
When going back and closing opportunities that closed previously but were not moved to the closed phase, the way to set the closed date is only to cycle by month until you find the date, and if it's from past years, the popup calendar doesn't state what year you're in. (Example; was closing out an agents files from 2020 and had to scroll through 28 pages of the months to find the correct one, but had no indication of what year I was grabbing from)
3 votes -
Allow Foreign Currency for Opportunity Price(s) and GCI
KWW agents want to see the currency in the Opportunities applet reflect as their country's respective currency rather than USD.
In this case, for the Philippines, they want to see it reflect as peso.
5 votes -
[Command MC] Request to have more conditioned text characters or have a visible characters limit warning in compliance checklist.
When trying to update compliance checklist docs through Command MC, there is a limit to the number of characters that can be included in the "Condition" text box. It would be great to have that limit extended of a prompt that shows what is the character limit.
2 votes -
Opportunity Stage Change Smart Due Date
Add the option of a Smart Due Date for Opportunity movement through the pipeline. When I move an opportunity from Watch to Nurture (for example), I want to be able to set up my checklist so the tasks fire of X days after the opportunity enters the stage.
1 vote -
3 votes
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2 votes
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Info Goes Away when you back out of the opportunity back to address search...
When looking for opportunities, for example, 'All Opportunities', it takes you to the search area where you can search the address. When you type in the address, the opportunity comes up which is great. However when you are in the opportunity and click 'back' in the browser to take you back to the searched addresses, it's completely gone back to the default search area. This is super inefficient and it would be great to go back to what I had pulled up to keep it organized instead of redoing my search again.
1 vote
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