785 results found
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client updates
It will be helpfull to be able to edit how often de client updates are send, and also be able to add for example how many views or visits the leasing have had in for example the last month, show the results to our clients and not the tasks that we have done.
3 votes -
Finance Type
Add 'Cash' as a selectable value for 'Finance Type' in Opportunity Details. Currently, selecting 'None' results in two dashes being displayed. This can be confused with the data have potentially been omitted, rather than a clear statement of 'This Buyer intends to use cash', which is an important detail.
3 votes -
14 votes
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Show Expiration Date on Compliance Request Cards
It would be extremely helpful if our opportunity dashboard for compliance requests included the expiration date of a listing agreement or buyer representation agreement. We just went through the very tedious process of archiving over a thousand opportunities from the compliance dashboard, many of which were listings that did not sell or buyers that did not buy. The only way to do this was to open each opportunity and re-open the documents. We have a submission date and an est. closing date....can we get an expiration date added so we can archive expired opportunities faster?
10 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.
17 votes -
2 votes
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Add a Filter for Phone Type
At the very least the Phone Type should be allowed to filter so that we can create Text list for Mobile Phones
3 votes -
Update buyer or sellers new address when transaction closes
Update buyer or sellers new address when transaction closes
3 votes -
Filter by Twilio Unsubscribed/Undelivered
Let us sort or find contacts that have unsubscribed or had undelivered text messages through Twilio.
10 votes -
Choose First Name in Spouse Mailing Label
other CRMs have this for mailing labels, or other mailing label softwares do and not being able to set a certain person to be addressed first seems unprofessional
10 votes -
Show Emails Sent to Contacts in Timeline (from All Team Members)
see request (902925)
15 votes -
3 votes
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Export Opportunity Documents to 1 PDF File
The ability to download all documents from an opportunity to a single PDF file is useful and should be implemented.
We should have the ability to choose individual files, or a combined PDF.12 votes -
Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites.
Having a Lost Opportunity Reflect that when in a contacts Opportunities with out having to go into the Opportunites. Example we have a buyer who was purchasing a town home that got to the stage Contingent and Phase Under Contract. How ever it did not go through. We have tagged it as Lost Oppotunities. However if we go into the contacts Opps Tab it still shows Stage Contingent and Phase under contract. It should show there it is a lost Opportunity without having to go in Opportunity.
1 vote -
monthly neighbourhood smart plan
we need more and recent neighbourhoods uploaded into the "neighbourhoods" box so this information can correctly send out the Monthly Neighbourhood smart plan...
2 votes -
Add SmartPlan Steps: Add Tags, Remove Tags
Create a SP step that either adds or removes a tag once the step has processed
9 votes -
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 -
Allow Minute/Hour Delays between SmartPlan Steps
I would like to suggest adding the ability to set minute and hour delays between steps in SmartPlans. This feature would greatly enhance my marketing outreach by allowing me to send a series of texts with specific delays between each. For example, I could send an initial text upon adding a lead to a SmartPlan, then delay 5 minutes to send a second text, and delay another 3 minutes to send a third text, and so on. Additionally, it would be beneficial to combine these minute/hour delays with the existing time-of-day settings; a good example: enabling a sequence of texts…
7 votes -
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
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