869 results found
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Homebot
I would like a Homebot type option to see sellers what their home is worth to sell, rent, Airbnb and refi. That would
2 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Switch Opportunities from Team to Team, Personal, etc.
On the back end, when an agent designation changes, they shouldn't need to re-upload all their opportunities in order to be in compliance. There needs to be a way to port them over in their entirety.
8 votes -
spouse
Add spouse name to top of contact record so both names are easily visible.
3 votes -
Documentation being required to submit
Currently our Agents can create an opportunity and submit a commission request without having the proper documentation submitted.
Is there a way that we can have the disclosure agreements and contract of sale for sale transactions a requirement and the agents won't be able to submit the commission request without uploading them to the opportunity first?
For rentals we also require leases however, sometimes buildings don't provide them to the agents so maybe its best for now that we have that as optional.
1 vote -
Enhance Date Field Input Functionality for Offers
Current date fields in the offers section are not intuitive and can lead to input errors. Specifically, the fields do not recognize slashes (”/”) to move between month, day, and year segments.
Additionally, when users enter a single-digit month and key over, the system incorrectly includes the first digit of the day as part of the month. This rigid adherence to the mm/dd/yyyy format without accommodating common typing behaviors slows down the process, especially when filling out multiple commissions.
Proposed Enhancement:
…• Allow the use of slashes (”/”) to navigate between date segments. • Automatically move to the next field3 votes -
View contact's saved searches
To be able to view the search criteria for saved searches created by the client.
1 vote -
Add Property Photos to Opportunities
I think it would be great if we could house the photos for a property in Command. Not sure where this would appear but it would be great to have.
7 votes -
Select More Than 20 Contacts to Add to SmartPlan
Sharing the following from my marketing guy: "I would love to see the ability when selecting contacts or scrolling through tags to not have to click the "show more" button / view more arrows at the bottom to reveal more contacts in the list. This is especially cumbersome when assigning multiple contacts to a smartplan. For example, you want to assign a follow up smartplan to your sphere, you have to use the select all feature assign the smartplan in groups of 20 (no option to View 100 or 500 like in other places) at a time. When thousands of…
5 votes -
Make "Hide Completed Tasks" Sticky
after I hide completed tasks in an opportunity checklist and leave the opportunity, when I come back to that checklist, nothing is hidden. I would love if when I select to hide it stays hidden unless I choose otherwise. It would also be nice to have the option to default to hide completed tasks so I don't have to click it every time.
3 votes -
Internal Command Chat for Teams
They would like for the discussions to be moved away from a specific opportunity and be brought into more general terms. They would like to be able to "chat" with people on their team in different areas/applets of Command.
4 votes -
Add Meta Pixel to Paid Ads
Most of us run ads on Facebook as well as Google.
Pixel is Facebook's version of an ad tracking/conversion tool.
Google ads tend to be more expensive than Facebook ads.
Facebook is great for building awareness. Our clients need a way to start building a relationship with us BEFORE they ever speak with us.
Facebook ads are not as effective without Pixel. Pixel can be attached to the entire website as well be used for specific landing pages, if your using a particular funnel. Pixel allows us to track conversions and optimize our ads. It helps us understand when people…
13 votes -
Docusign
Enable SMS Delivery for DocuSign. Some of our agents have clients that prefer text messages over email. DocuSign has this ability already, it just needs to be turned on.
2 votes -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
8 votes -
Copy Design Project Pages into different Project.
A way to paste pages from Design Projects into different Projects
3 votes -
Smartplan Email signature single spacing
When you create an email signature from smartplans emails, the signatures look double spaced. This only happens in smartplans.
3 votes -
Bulk Un-Archive
Bulk UN Archive. You can archive an ENTIRE Database. You can ONLY unArchive 50 at a time
3 votes -
Pint tags from Command
Agent would like to have the option to print her tags in Command.
3 votes -
Display appointment held and appointment set numbers in activities
When an agent is using the activity tracker they log their set and held appointments but the Reports activity lumps this into one number as the sum. I would like to see each metric reported in the Reports>> activity for day, week, and month
2 votes -
4 votes
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