32 results found
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smart plan filter
the smart plan filter would include an option of whether the plan is for buyers or sellers. It would help limit how much time is spent searching for a smart plan
1 vote -
Smart Plans should be allowed to be at least 92 days
In order to set up your D2DT smart plan correctly you need it to be able to repeat on day 92 other wise you will end up with your calls falling on a weekend instead of a specific date. Please extend the max days for smart plan to 92 (full weeks) rather than 90 days. THANKS>
1 vote -
Automatically tag on import to add to smartplan
I want to automatically add a tag when importing a contact so that we can automatically put the contact on a smartplan. For example, contacts that are imported using Zapier from Zillow, Facebook, etc, should automatically be tagged as a Zillow, Facebook, etc lead so they can be placed on a corresponding email drip campaign. We have a large number of leads coming in from different sources, so manually adding each to a smartplan is not practical and slows down our response time.
1 vote -
Search My SmartPlans for Keywords
When only sorting the SmartPlans by the given columns it can be challenging to find a SmartPlan that needs edits/copied without excessive scrolling.
1 vote -
Option to make smart plans longer than 90 days.
There are several instances where being able to build out a longer touch plan than 90 days would be very helpful. Such as creating different labeled quarterly call / touch plans. Or something like #BetOnRed built out over a 17 week period.
1 vote -
Increase the delay task to allow up to 90 days
I would like to set up my own quartley touches, but cannot do so without adding in random tasks after every 30 day delay.
1 vote -
Smartplans For Teams
The ability for team leaders, admin, or anyone else shared to a contact to create a smart plan and assign it to a team member or the team member already assigned to the lead. This would allow text messages and tasks to go to the assigned team member. Currently if the team leader assigns a smart plan the texts come from them and tasks are assigned to them. Tasks should be assigned to the assigned team member and texts should come from the assigned team member.
1 vote -
Incoming lead source tied to a smart plan
Identify incoming lead sources and have smart plans tailored to that lead source.
Example: Open home pro lead kicks off open house smart plan
1 vote -
Future Unsubscribe from SmartPlans
It would be incredibly helpful if people who unsubscribe from Smartlpans are prevented from being added to future Smartplans. I have seen notifications saying someone unsubscribed, but then they're able to added to future smartplans and get really annoyed when contacted again. There is no easy way to know this when adding people to Smartplans either.
1 vote -
Add more than 50 contacts to a Smartplan at one time
I would like to add more than 50 Contacts at a time to a Smartplan
1 vote -
Saved search
In smartplans, It would be really cool if you could create a saved search and then any leads you get from a particular listing could be subscribed to that search automatically. I don't see anything that allows that now.
1 vote -
search auto emails for clients
TO be able to set a search criteria for a client from out new kw webpage to be auto emailed to them, on a monthly, weekly, and even a daily basis. Like we can from the MLS.
1 vote
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