65 results found
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Smartplans to come from the author of the smartplan
We should have the ability to have a smartplans come from the author of the smartplan vs. the assignee or rainmaker. This would be helpful when the TC or Admin on a team is sending the emails or texts. Once an opportunity is created for someone, there are usually more than 1 person on a team in communication with the client/contact.
1 vote -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
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
7 votes -
make my brand more prominent
I would like to be able to have my brand very visible on the bi weekly or monthly smart plan. It is currently very small and not something you see right away
1 vote -
Smart Plans and Contacts
Why can we not go into smart plans, contacts and then click on a contact from there? I don't want to have to have extra steps to get into a contact's information
1 vote -
Transfer Smart Plans
When we switched from a single agent to a team account we lost all smart plans that were being used because they didn't transfer with the contacts. We had to re-create smart plans. What a time and money waster because we were not notified that they dropped
1 vote -
Merge Field text size
When applying a merge field in a smart plan, the text of the [merge field] that appears does not adjust to match the font size of the rest of the email. It looks unprofessional having the client name tiny (for example) and then larger text in the body. If you leave the text size to match the merge field size, you have all tiny text. Please allow the merge field to adjust with the size and font on the email.
1 vote -
support button
Please move or make it moveable the support bubble/button on the bottom right of the screen. When I am editing smart plans, it covers the "cancel/save" words.
2 votes -
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.
21 votes -
Twilio & SmartPlans management
When sending messages via Twilio, the agent would like to insert a letter or template, but this feature appears unavailable. Also, within the SmartPlans timeline, there is no option to delete outdated newsletters.
2 votes -
Copy and Paste/Duplicate a Step in SmartPlans
It would be nice to be able to copy and paste or duplicate an edited Step to use on a different Day. There are many instances where I might do the same task weekly, but don't want to do a repeating SmartPlan because I'll also have text and email Steps that shouldn't repeat. This would allow an easy way to make SmartPlans instead of having to recreate every duplicate Step, especially if it's information heavy. Otherwise, I'm left having to copy sections from one Step, going to edit the new Step to paste the information, then having to save and…
1 vote -
6 votes
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2 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.
14 votes -
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?
2 votes -
3 votes
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Smartplan Favorite Authors
The ability to subscribe or favorite a Smartplan Author and be notified when that author publishes a new Smartplan!
Ex - Kimber Walton publishes so many great smartplans - I'd love to be able to favorite Kimber and be notified when she adds a new published Smartplan!
1 vote -
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 -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
9 votes -
Allow Minute/Hour Delays between SmartPlan Steps
I would like to suggest adding the ability to set minute and hour delays between steps in SmartPlans. This feature would greatly enhance my marketing outreach by allowing me to send a series of texts with specific delays between each. For example, I could send an initial text upon adding a lead to a SmartPlan, then delay 5 minutes to send a second text, and delay another 3 minutes to send a third text, and so on. Additionally, it would be beneficial to combine these minute/hour delays with the existing time-of-day settings; a good example: enabling a sequence of texts…
6 votes
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