784 results found
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Prevent Missed Deadlines: Require Date Entry in Opportunities , Improve Smart Due Dates: Auto-Prompt to Enter Key Contract & Listing Info
Currently, there is no system-generated reminder or required action to enter contractual dates and listing details into an Opportunity when a listing becomes Active or moves Under Contract. This can cause Smart Due Dates in the checklist and stages to not function properly if the "Agreement Won" date or other key dates (e.g., listing agreement date, contract deadlines) are missing.
Proposed Solution:
✅ System Notification: Trigger an automatic reminder when an Opportunity moves to Active or Under Contract, prompting the agent to enter all required dates.
✅ Forced Pop-Up Prompt: Before an Opportunity moves to Active or Under Contract, require…2 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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Direct Mail - Prospecting/Farming
Ability to draw on a map the area they would like to target via direct mail campaigns
7 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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Contact Lists- automatically need to update with newly added tags or contacts
I love the newsletter in command however when I make my contact list and make certain tags, I noticed this time around that anyone new that I added to command or tagged, wasn't included in the newsletter when I sent it out.
8 votes -
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 -
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 -
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 -
Printing existing tags
I would love to be able to print a list of existing tags to use when adding new contacts or cleaning up my database
4 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 -
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…
10 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 -
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 -
Be able to block or at least mark some incoming leads as spam/scam
Should be able to block or mark leads as scam. We get scam emails from the website and all we can do is archive them.
5 votes -
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
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