73 results found
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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 -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
7 votes -
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 -
2 votes
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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…
5 votes -
2 votes
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Export Smartplans and the content
To be able to export & download smartplans and the content
1 vote -
Update neighborhood nuture animation
Attendee loves the neighborhood animation but mentioned it hasn't been updated in years and asked if we could look into that
5 votes -
6 votes
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Email on KWRI BDay Plan
add the ability to send a customized email on KWRI BDay Plan Smartplan . I would like to send vouchers and invitations as a gift
1 vote -
Allow Option for SmartPlan Steps to Skip Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
26 votes -
Increase the column width of the Smart Plan Name and decrease the width of the other columns.
Increase the column width of the Smart Plan Name and decrease the width of the other columns. more characters or space is needed to see the full name of the smarptlans. The other columns like date need less space.
3 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Select More Than 20 Contacts to Add to SmartPlan
Sharing the following from my marketing guy: "I would love to see the ability when selecting contacts or scrolling through tags to not have to click the "show more" button / view more arrows at the bottom to reveal more contacts in the list. This is especially cumbersome when assigning multiple contacts to a smartplan. For example, you want to assign a follow up smartplan to your sphere, you have to use the select all feature assign the smartplan in groups of 20 (no option to View 100 or 500 like in other places) at a time. When thousands of…
5 votes -
Smartplan Email signature single spacing
When you create an email signature from smartplans emails, the signatures look double spaced. This only happens in smartplans.
3 votes -
Smartplan and contacts
In the search filter for contacts,
How can I filter the contacts who had the smart plan in the past and not current? Could you add a filter please? I understand that i can find it in the activity, but with 800 in my database, that's a lot to go thru. This is to avoid repeating the smart plan on the clients.
Or if you cannot delete the smart plan under the smart plan section , even if it's completed.2 votes -
Archive Smartplan Option vs just Deleting & On/Off Toggle for Smartplans Available in Library
It would be nice (especially for teams) to be able to archive smarplans or toggle specific smartplans on and off as active to team members. We have certain smartplans that are used for follow up from specific events once a year. I don't want to delete the smartplan; however, it is cumbersome to have it in our list all year round of available smartplans. Having some way to turn those on and off from our list of available plans would be ideal.
2 votes -
Allow Team Members to create Smartplans in the team account
Team members should be able to create smartplans in the team account without having to give enhanced or admin permissions.
2 votes
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