64 results found
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allow custom smart plan to use birthday information from a Contact’s details
Please allow my custom smart plan auto start on the birthday or home anniversary in their contact info. I do not want to use the KW template and its very time consuming to add each person individually to my custom smart plan every year... thank you
53 votes -
Allowing team members to view the Keller Williams Library when in Smart Plans
Team members cannot view the Keller Williams Library when they are in their team account in Smart Plans. They can only see these when they are in their own profile and not the team profile unless they have enhanced permissions.
28 votes -
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.
4 votes -
Cumberland Subdivison
It would be helpful if Command included a feature allowing users to submit missing neighborhoods for review and inclusion. Currently, some subdivisions, like Cumberland, do not appear in search results. In cases where a neighborhood might have been previously listed under a different name (e.g., Wagner Farms), users have no way to request a correction or update.
By adding a "Request Missing Neighborhood" button, users could easily report missing areas, ensuring more accurate and up-to-date mapping in Command. This would improve usability for agents relying on precise neighborhood searches.
Would love to see this implemented!
2 votes -
adding a smartplan step on a specific date using a calendar
adding a smartplan step on a specific date using a calendar
7 votes -
smartplan when task complete immediately fire next task
Would love to be able to create a smartplan that will fire the next step once the previous step has been marked as completed. For example, smartplan forms task to call contact. Once that call has been made and that task marked as completed, the next smartplan task fires immediately to send an email but this email is not sent until the call task has been checked completed.
7 votes -
2 votes
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Fix the Monthly Nurture Subject line to remove "DBA Logo" height="50" style=max: 150px"/>"
The monthly nurture email has odd-looking code at the beginning of the subject line.
"DBA Logo" height="50" style=max: 150px"/>"
With all the phishing scams out there this code does not present well for our agents.
Example here - https://komododecks.com/recordings/JICfk75rFXF5v49OqboB
6 votes -
Home Anniversary
Create a smart plan that will automatically send out on every client's home anniversary.
5 votes -
Twilio & SmartPlans management
When sending messages via Twilio, the agent would like to insert a letter or template, but this feature appears unavailable. Also, within the SmartPlans timeline, there is no option to delete outdated newsletters.
2 votes -
open house
Add Specific Property Address or Open House Tag, then Trigger 8x8 for Open House Sign ins
1 vote -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
1 vote -
Copy and Paste/Duplicate a Step in SmartPlans
It would be nice to be able to copy and paste or duplicate an edited Step to use on a different Day. There are many instances where I might do the same task weekly, but don't want to do a repeating SmartPlan because I'll also have text and email Steps that shouldn't repeat. This would allow an easy way to make SmartPlans instead of having to recreate every duplicate Step, especially if it's information heavy. Otherwise, I'm left having to copy sections from one Step, going to edit the new Step to paste the information, then having to save and…
1 vote -
Monthly neighborhood nurture needs to be updated. We need to be able to add more subdivisions.
Monthly nurture neighborhood needs to be updated. This is a key way to stay in touch with our past clients and future clients need to be able to input new subdivisions. .........Per KW Our developers are aware this data is now becoming outdated and they are investigating ways to accurate acquire neighborhood information from other data providers.
2 votes -
2 votes
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Smart Plan Preview
When you are searching SmartPlans, there should be a way to preview them before clicking on "add to library." It seems very cumbersome to have to add it to my library, click edit, click preview, just to find out the SmartPlan was not what I thought it was.
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.
17 votes -
3 votes
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5 votes
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Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card. helppppppp
12 votes
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