65 results found
-
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.
24 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.
24 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.20 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.
7 votes
- Don't see your idea?