787 results found
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Merge Two Contacts Both With an App / Agent Site Connections
We need the ability to merge two contacts that both have agent site connections. If a client creates a new account on the agent site or app after they already have an existing agent site connection, it creates a duplicate contact that cannot currently be merged. We need the ability to merge these duplicate agent site connections when they occur.
3 votes -
13 votes
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Create Options to Change Subscription Preferences
Whenever a client unsubscribes from an email, they unsubscribe from "all email communication." Is there a way we can provide a way for clients to opt out of specific communication (campaign lists, smart plans, etc.) or all communication altogether or allow the person in our database to reach out to us specifically to adjust their communication preferences before deciding to unsubscribe?
I've had clients unsubscribe from newsletters, but would still like to get property notifications, or vice versa.
This could help us reduce our unsubscribe rates on email campaigns, and improve client/agent satisfaction.
1 vote -
Commission approval notification -
Can you please make it more obvious when an opportunity is approved for commission (the file is complete) maybe send a notification to the agent AND turn the file a different color or send off confetti......
1 vote -
Custom Graphic in Signature
Is there a way to add a custom graphic into our signature for automated and Bulk Action emails? Branding is a critical aspect of my business plan and not being able to do so creates less value when obtaining capitalization.
1 vote -
2 votes
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Auto run of email videos when client opens an email.
Agents would lik to have an email auto start in an email when the clinet opens it. Not have to click on a link
3 votes -
More edit abilities on the KW agent site
Agents are requesting more edit functionality as far as centering the Titles and subtitles
3 votes -
Notes left for MCAs and compliance to or from agents
Notes left for MCAs and compliance to or from agents - place a little "Mark as Unread" - because sometimes I am communicating with an agent as an MCA and check a message sent, and find out it was meant for our compliance person. They miss it because it's no longer indicating there's a message for them.
2 votes -
Include Team Emails in Email Reports
Teams would like a way to view more detailed email analytics for team members. Say, one agent sends out a SmartPlan through their Team SmartPlan account, the Rainmaker should be able to see those analytics instead of only the emails sent out from their account. Currently, the email metrics will show from that particular account. There is not a team email metrics at the moment. Basically there needs to be a 'Teamified' Reports applet.
16 votes -
5 votes
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2 votes
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Ability to create mailer drip in command similar to mailbox power
Ability to add contacts to a mailer campaign. For example: have a seller lead on a weekly or monthly mailer postcard campaign to stay top of mind. Similar to emails and text. This is just another way to stay in touch physically. Mailbox power is a third party tool that offers this ability but it would be better if I can manage it from command.
1 vote -
On OPPORTUNITY HOME page allow the filters that we apply to stay! I shouldn't have to see EVERY transaction in my career.
On OPPORTUNITY HOME page allow the filters that we apply to stay! I shouldn't have to see EVERY transaction in my career.
1 vote -
Enhanced Organization for the "My Preferred Vendor" Page on KW Agent Websites
Stephanie Rankin has requested an enhancement to the "My Preferred Vendor" page on KW Agent websites to improve the organization and display of vendors.
Requested Changes:
Alphabetical Organization:
- Add a feature to automatically organize vendors alphabetically on:
- The "All Vendors" page.
- The pages sorted by vendor type (Vendor Type Pages).
- The "All Vendors" page.
- Add a feature to automatically organize vendors alphabetically on:
Manual Positioning:
- Enable the option to manually reorder vendors, allowing agents to position their vendors in a preferred order.
- Enable the option to manually reorder vendors, allowing agents to position their vendors in a preferred order.
Synchronization with Vendor | MoveEasy:
- Replicate the alphabetical organization functionality currently available in the Vendor | MoveEasy platform (used by Stephanie to manage vendors).…
3 votes -
Stacking tags on top of each other
I saw this was 'released' but not in the way I would like it. So I sort via a tag like A and W. When I add another tag it expands the search to include the second tag- NOT WHAT I WANT. I want to be able to add another tag that looks at all those A and W tags and only keeps those that also have this second tag, such as Past client, then add another tag reducing my search from under those tags.
1 vote -
Send Neighborhood Nurture via Postcard Campaign
Have the ability to send monthly market update postcards, using the same data as the "Neighborhood Nurture" emails, but in postcard form.
This would allow users to automatically create highly customized mail pieces specific to each individual's neighborhood and address and send them out to whole mailing lists.
2 votes -
Support International Phone Numbers in Commissions for Referrals
Currently, when adding an international referral in the Commissions section, the system does not allow users to input phone numbers with international country codes. It assumes all phone numbers are in a North American format, which results in errors for agents working with international referrals. This enhancement will allow users to add international phone numbers, ensuring proper data entry and improved communication with referral agents.
5 votes -
Messages about contacts
I would love to see the option to send messages to team/collaborators to chat about a lead without an opportunity or deal; to tag a team member so they get a notification; to keep communications in one place for the team.
1 vote -
Alphabetize Team Member Names in Assignee Field
When updating ownership in a team account, the agents listed are not alphabetical - making it hard to find the agent I need to update the ownership
9 votes
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