27 results found
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Search by Contact Name in Email Campaigns Report
When looking at the results of an email campaign, they are listed in no particular order and there is no way to sort or search the results. If an agent needs to search to see if a Contact either received or opened an email, one must scroll through the entire list and manually search. Not time efficient and there is no reason it should be so time intensive to search for results for a contact. Timeline does not include the email nor any indication if opened. This should be basic functionality, not a feature request.
6 votes -
Set Team Goals and Individual Goals
Currently, I have set our Team's yearly production goal under our rainmaker's account while logged under the team account. Initially I thought this was setting the goal for the whole team under the team account. I had an individual agent on the team add in their annual goal in their Command account on the team side. Since doing so, when looking at goals for "All Team Members" it now has the combination of the Team/Rainmaker Goal, plus the individual agent. Ex: 65 Transactions (Team) + 16 (Individual) = 81 Transactions (All Team Members, not correct)
There should be a way…
7 votes -
Auto-Calculate Conversion Rates Using Opportunity Date Inputs
The only way to determine what associate training is needed in the sales process is to examine conversion rates from contact to appt to contract to close. These fields already exist in Command. Why doesn’t command calculate these crucial ratios automatically from agent supplied dates? Or similar? The framework is already here and it is quite silly that Command wouldn’t automatically calculate these ratios which have THE MOST DIRECT IMPACT ON AGENT INCOME than any other metric. Please add this function because right now I believe the vast majority of KW Agents don’t even know what a conversion ratio is…and…
3 votes -
Make Reports Printer-Friendly (PDF)
To enhance user experience and operational efficiency, I propose the addition of a printer-friendly report feature in Command CRM. This feature would enable users to easily generate clean, clear reports for Activities, Goals, etc., without resorting to multiple screenshots or dealing with cluttered screen prints. This addition will significantly aid in data review and strategic planning, especially in team settings.
- Benefits:
** Streamlines report generation process.
** Provides organized and accessible data for meetings and planning.
** Improves overall user experience and productivity.Your consideration of this feature would greatly benefit many real estate professionals who rely on tangible, clear…
8 votes -
Report on All Activity on Contacts
For tracking purposes. Is there a way to go in and check for all updated notes and activities per month or time period? The goal is to know what activities we are doing and to be able to track our activities. This would be a helpful tool to coordinate with team and leadership opportunities. And to know how productive we are in working our database.
6 votes -
Automated Activity Tracking and Reporting
Command should be able to automatically track activity and outreach to our DB's.
This should be broken down by automated outreach (smartplans) and manual outreach (typically driven by tasks, calls, emails, texts or appointments).
This information is already being captured in each contacts timeline.
It would be helpful to add contact reason and contact outcome for each task or activity type ie for reason it could be cold outreach, DB follow up, Lead follow up, Client update, listing appointment, buyer appointment, etc. There may be different reasons for different activity types.
Then outcomes may look something like no answer, wrong…
14 votes -
Show Current Closed Units, Volume, and GCI for Year to Date
In order to build our businesses, we are encouraged to know our numbers, not just "potential" and "probable", but our actual numbers. At any given moment, an agent should be able to know their GCI for the current year without using other platforms or having to calculate themselves.
Imagine being able to click on reports and see:
"As of today, your GCI for 2023 is..."
"As of today, your closed units for 2023 are..."
"As of today, your closed volume for 2023 is..."
8 votes
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