53 results found
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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.
5 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.4 votes -
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?
33 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.
17 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.
5 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.
7 votes -
7 votes
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Pause SmartPlan after Response to Text
The qualifying smartplans should have option to pause as soon as the client responds to an automated text. The whole point of these smartplans is to get them to respond so then we know they are a real person but then we know best way to communicate. The plan should pause so then we can go in and respond specifically to their response. There can be a "resume" option that the agent selects too
10 votes -
SmartPlan Library Organization (Folders, Starring)
It would be very helpful to have folders for smartplans. In "My Smartplans" if you have more than one smartplan used for one group of people for instance that could be a folder called "Buyers" for example. This would streamline the smartplan page and ensure that you don't accidentally add someone to the wrong smartplan.
30 votes -
Edit Neighborhood Nurture Steps
Many people do not check their emails, and being able to set up an auto monthly text for the Neighborhood Nurture smart plan would be huge.
10 votes -
Send Image and Video via Text and Email SmartPlan Steps
The ability to attach photos and even videos to the twilio text messages you send through Smartplans instead of just through individual contact.
26 votes -
Opportunity-Based Trigger Tags for SmartPlans
Can you have a Opportunity Tag Trigger a Smart Plan? Example If there is a HomeWarranty on this transaction I want it to trigger a few additional emails about Home Warranty programs.
8 votes -
Add Merge Tag for Agent Signature
Problem, when adding an email you always have to manually type in your email signature.
Solution come up with additional Merge Fields like:
{Full.Agent.Signature} - to include their office address
{Short.Agent.Signature} - a variation of the Full with out the address.23 votes
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