26 results found
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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.
5 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…
13 votes -
Customize Team Activity Tracker Questions
For those of us using the Procoach accounts or even teams with newer associates, it would be extremely benifical to be able to adjust some of the questions asked on the Activity tracking form.
Rather than having "did you sign any contracts today" I would love to be able to change that for PC Agents to "How many contacts did you assing to smartplans today?"
3 votes -
Goals Report to Include Deductions, Net Commission, Amount Left to Cap
This would provide an at-a-glance view for with the toggle capability to see the data by Calendar year vs Anniversary year. Having to manually track or depend on the data within individual opportunities is cumbersome. I know this can be streamlined and save time.
3 votes -
Anniversary and Birthday per Month Report with Contact Names
This report would enable agents to be prepared ahead time to send cards, gifts, etc. to mark these events. Agents could simply print the report at the first of the month and then make sure they have cards on hand and gifts ordered.
6 votes -
Profit & Loss Statement Report
I would love to have a way to keep track my business expenses and create a Profit/Loss report every month. Since KW Command will be able to track our income based on our 'opportunities', it only makes since to also be able to track our expenses.
5 votes
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