58 results found
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allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
36 votes -
Allowing team members to view the Keller Williams Library when in Smart Plans
Team members cannot view the Keller Williams Library when they are in their team account in Smart Plans. They can only see these when they are in their own profile and not the team profile unless they have enhanced permissions.
27 votes -
Birthday smartplan
Make the birthday smartplans created by agents work in sync with the birthday date, as for now only the smarptlan created by KW works in sync.
15 votes -
Cumberland Subdivison
It would be helpful if Command included a feature allowing users to submit missing neighborhoods for review and inclusion. Currently, some subdivisions, like Cumberland, do not appear in search results. In cases where a neighborhood might have been previously listed under a different name (e.g., Wagner Farms), users have no way to request a correction or update.
By adding a "Request Missing Neighborhood" button, users could easily report missing areas, ensuring more accurate and up-to-date mapping in Command. This would improve usability for agents relying on precise neighborhood searches.
Would love to see this implemented!
1 vote -
Fix the Monthly Nurture Subject line to remove "DBA Logo" height="50" style=max: 150px"/>"
The monthly nurture email has odd-looking code at the beginning of the subject line.
"DBA Logo" height="50" style=max: 150px"/>"
With all the phishing scams out there this code does not present well for our agents.
Example here - https://komododecks.com/recordings/JICfk75rFXF5v49OqboB
6 votes -
smartplan when task complete immediately fire next task
Would love to be able to create a smartplan that will fire the next step once the previous step has been marked as completed. For example, smartplan forms task to call contact. Once that call has been made and that task marked as completed, the next smartplan task fires immediately to send an email but this email is not sent until the call task has been checked completed.
5 votes -
Home Anniversary
Create a smart plan that will automatically send out on every client's home anniversary.
5 votes -
open house
Add Specific Property Address or Open House Tag, then Trigger 8x8 for Open House Sign ins
1 vote -
2 votes
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3 votes
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5 votes
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Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card. helppppppp
12 votes -
adding a smartplan step on a specific date using a calendar
adding a smartplan step on a specific date using a calendar
3 votes -
attach an email list to a smartplan
have the possibility of creating email lists for smartlans emails
2 votes -
monthly neighbourhood smart plan
we need more and recent neighbourhoods uploaded into the "neighbourhoods" box so this information can correctly send out the Monthly Neighbourhood smart plan...
1 vote -
Once a Smart Plan concludes, can it send us a notification?
Once a Smart Plan concludes, can Command be programmed to send us a notification?
1 vote -
Smart Plan Trigger By Date
Smart Plans and Tasks in Smart Plans I should be able to trigger by date and not have to set by a period of time that goes by.
1 vote -
Custom Merge Tags for SmartPlans
Would love the option and ability to create/name custom merge tags within smartplans. That way we can build out text messages and emails that auto-populate that aren't restricted to names and phone numbers. Fields for "lender name" or event "escrow officer" would be good to have on hand during live transactions. This is a feature I have seen executed within other CRMs and I think it would be a good asset to have within Command for agents.
10 votes -
Option to Receive Copies of Sent Smartplan Emails with Personalized Details
When using custom Smartplans like birthday greetings, there’s currently no way to receive a copy of the exact email sent to contacts. While creating a test contact provides a preview, it doesn’t show the personalized details (e.g., the recipient’s name or merge tag content).
Request:
Please add an option to automatically send a copy of each Smartplan email to the user or a designated email address.Desired Outcome:
This feature would allow users to:Verify that personalized details are accurate.
Keep a record of sent communications for reference.1 vote -
Assigning Other Team Members to Smart Plan
You are not allowed to assign other team members to a smart plan other than the contact assignee or rain maker. We have TC's on our team that we use the task for and it cannot directly be assigned to them. With the occurring task throughout the transaction (re assigning a contact) in the task bar everyday is not efficient.
3 votes
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