914 results found
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See if contact is opening email from the Contact Page
It would be great to see if a contact is opening or clicking on emails (for each email sent) from inside their contact.
10 votes -
Add Merge Fields for Agent Information
When creating SmartPlans under a team account when adding a task or call action add the ability to add agent information merge fields so we can put complete scripts in the task description box. Right now the only merge fields for these actions are contact based.
33 votes -
Allow Duplicate Contacts in Team Database
For larger teams, we run into a lot of cases where a member of the team adds someone to their contacts, only to see the contact already exists in the team database. Our current workaround is telling the second agent to add the contact to their personal database, but then they can not leverage the team's SmartPlans, create team opportunities, the contact is not visible to the team, etc. We would love to have our agents operate solely out of their team account, but this snag makes it nearly impossible.
It would be nice if you could toggle a setting…
18 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 -
View Referral Bio Before Sending or Accepting Invitation
When searching for a referral partner, there currently isn’t a way to view their biography until the referral invitation has been accepted by either party. We would like to request the ability to view an agent’s biography prior to sending or accepting a referral invitation, as this would help us make more informed decisions when selecting a partner.
3 votes -
Campaign Template for Open House
We have campaign templates coming for Just listed and Just Sold. We should have them for Open House as well.
28 votes -
Disable AI Summary
Include the ability to 'Disable' the AI Summary in Contacts.
8 votes -
export my contact ACTIVITY including texts, emails, smartplans,
Be able to export my contacts ACTIVITY including texts, emails, smartplans, etc.
4 votes -
HTML Builder and Iframe
Do no limit the access to use HTML builders and Iframe to customize KW Websites. This feature is highly sought after and used by hundreds of agents. This feature has been a significant reason why agents are using the KW Website and not an outside source. Many agents have disabled their paid websites for the KW website because of the HTML builder where they can build their own custom pages.
25 votes -
Partial Word Search in Tag Search Bar
include in Command that the tag search engine shows results when entering any letter of the tag and not only the initial of the tag.
30 votes -
Button to Replicate Dual Opportunity
When you need to have a dual opportunity - it should just have a button that automatically replicate the opportunity w/o having to manually make it - it is a repetition and time-consuming
11 votes -
Enable Messages for Google on Android for KW email accounts
Enable Messages for Google on Android for KW email accounts
5 votes -
4 votes
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Create Custom Key Date Fields
Create a date field in Opportunities for "Cleaning Date". We would like to be able to set this date in the opportunity key dates section.
24 votes -
Allow Formatting in Notes (Bullets, Space Breaks, etc.)
It would be helpful if there was a way to adjust the viewing of contact notes so it's not just one large paragraph. We reach out to our clients and keep track by date and start a new line for each date but when we look at the notes, it's all one paragraph vs being sorted by date even if we start a new line so they are all separate.
An option such as bullet points that can list things out within a single note would help in keeping things organized better.
27 votes -
add a dialer to Command
add a dialer to Command
9 votes -
On "My Profile" - change title "First Date Licensed" to "KW Join Date" or something similar so this field is not confusing.
Under "My Profile" "About Me" section - the title "First Date Licensed" to "KW Join Date" or something similar so this field is not confusing. I recently joined but was licensed in 2015. After 9 emails, it was clarified that this field was not at all about my license date, but instead about the date I joined KW.
This change would reduce/eliminate unnecessary emails and time wasted in the future for others like me that were licensed prior to coming to KW.
2 votes -
Pinned Listings & Featured Properties
Setting up how your featured listings show on agent sites is time consuming and not easy to find.
It takes 9+ steps to reach the point where you can add specific listings to the featured properties list on your KW Agent or Team Site.
So if you are an agent running open houses for another agent and want to pin that property, it takes a long time.
Navigating through the Websites applet, switching to Expert Mode, and then digging into the homepage settings can be confusing, especially without clear visual cues or step-by-step prompts. For newer agents or those not…
6 votes -
Update contingency fields
The new contingencies feature becomes non-accessible once the Commission Tab is pulled in by the MC. This results in agents receiving contingency emails, even for an opportunity that has closed with a closed commission status.
20 votes -
Update Linked Contacts at One Time
It would be very helpful to have the ability to update "linked" contacts all at once. For example, if I update a contact's address, home anniversary, or conversation notes, it would save time and ensure all linked contacts remain up to date. A prompt or option to "update connected contacts" when clicking save would make the process more efficient and help maintain consistent and accurate information.
9 votes
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