74 results found
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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?
32 votes -
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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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.
4 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…
6 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 -
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 -
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 -
Add Agent Branding to Neighborhood Nurtures
When we send the link for neighbourhood update it will be super beneficial if you can add individual agent branding in the page the prospect click on
6 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 -
Immediate Need to Resolve URL Pre-Approval Requirement
I am reaching out to express my serious concern regarding the new requirement to pre-approve URLs in all emails and texts. While I understand the importance of ensuring system security and preventing phishing, requiring us to manually pre-approve URLs in every communication is an impractical and unsustainable approach. This workaround is, frankly, a disruption to our business processes and an unreasonable expectation for users in the long term.
The need for security is essential, but this measure places an undue burden on us that hinders productivity and undermines our ability to use the CRM effectively. We expect our CRM provider…
1 vote -
Remove Trigger: Lead Claimed by Agent
agent would like to trigger the smartplan until the lead has been claimed.
4 votes -
Make Stagger Start Field Typeable
As an agent, I want to bulk add contacts to a smartplan yet I want to stagger their start. If I am adding 200 contacts to the smartplan and want to stagger 20+ per day, it is not helpful to have to click the up arrow 20+ times when I could type directly into the field. This would allow me to easily add people in just 2 clicks!
3 votes -
Make smart plans easier. Move edit window off the side
In the New smartplans the typing window on the right side makes it way to small and hard to work with. Can this be moved back to the middle or at least able to expanded to take up more of the screen. This would be better that 75% of the screen being blank space.
2 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
4 votes -
Adjust Header and Footer for Neighborhood Nurture
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
5 votes -
Can you send an email notification whenever our contacts interact with their neighborhood nurture or website?
I don't notice when a contact interacts with my neighborhood nurture, until I get back into that contact later. That is when I notice that they looked at a certain property and address. If we got notified separately, outside of command, it would let us know faster and we can act on the hot lead.
2 votes -
AI Tool to Create SmartPlan from Reviewing Text
ChatGPT or other tools can create .txt or PDF files that are multistep touch campaigns. If SmartPlans added a function to read these files, import the information and create the steps it could save massive time and create a high level of scale to SmartPlans
3 votes -
Add "cc:" Field to SmartPlan Email Steps
Please add a cc' field for Smartplan emails. We are currently unable to see outgoing Smartplan emails and would like the capability to see the email that was sent out.
6 votes -
Attach PDF to SmartPlans Emails
Under smartplans, we should be able to attach a document to a particular email. For instance, I have a smartplan set up where I wanted to send any prospective lead that comes in a Home Buyer's Guide. I should be able to attach the guide to the particular email I want it in.
10 votes
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