869 results found
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Can you send an email notification whenever our contacts interact with their neighborhood nurture or website?
I don't notice when a contact interacts with my neighborhood nurture, until I get back into that contact later. That is when I notice that they looked at a certain property and address. If we got notified separately, outside of command, it would let us know faster and we can act on the hot lead.
2 votes -
Add Open House Tag to Open House Leads (Personal/Team)
Auto apply the tag "Open House Signin" to any lead that comes in from the Command Site Open house links.
Because leads are auto assigned to the agent doing the open house, we do not have the ability to use lead routing to add a tag and trigger smartplans. This means agents on teams must manually put the leads on SmartPlans.
Solo agents have this via lead source. This is a huge pain point for teams and rainmakers who have multiple open houses and need speed to lead.
9 votes -
Allow Multiple Assignees for Contacts
We can't assign multiple agents to the same contact. This is a problem for teams who have buyers agents and listing agents who have clients that selling and buying. If the contact is assigned to the listing agent and the buyers agent is a collaborator, the buyers agent can create an opportunity for the contact but they are not assigned the opportunity therefore they cannot see that the opportunity exists or access it unless the rainmaker or assignee assigns them to opportunity
2 votes -
Add Tool Tips for Definitions in Goal Setting
Please add in an i icon to the Kelle Guide for Setting Goals on what Cost of Sales & expenses are! This helps agents who have not read MREA or taking Business Planning Clinic understand these fields better to then configure those amounts to complete the Kelle Guide faster.
3 votes -
2 votes
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Assign a task to several tagged contacts at the same time
It would be great to include a TASK Action for all tagged contacts at the same time. Right now I can pull up all contacts with a certain tag, but I can't mass Task them the same task.
1 vote -
Info Goes Away when you back out of the opportunity back to address search...
When looking for opportunities, for example, 'All Opportunities', it takes you to the search area where you can search the address. When you type in the address, the opportunity comes up which is great. However when you are in the opportunity and click 'back' in the browser to take you back to the searched addresses, it's completely gone back to the default search area. This is super inefficient and it would be great to go back to what I had pulled up to keep it organized instead of redoing my search again.
1 vote -
Bulk Action: Create Tasks
Add same taks to multiple contacts at once
7 votes -
Add more addresses to the Contacts applet.
Add more addresses to the Contacts applet.
2 votes -
Mileage Tracker for KW Command App
Create a mileage tracker within the KW Command App so agents can log their business miles for their car. Or perhaps integrate a 3rd party mileage tracker.
1 vote -
Allow File Upload to Contact Records
Adding the ability to upload a file along with the description through "Notes" on each Contact Profile.
12 votes -
1 vote
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Auto-Populate Tax Data to DocuSign Rooms
Right now I have to create a room outside of command in order to pull tax information. This should also be included when I create a room from command.
4 votes -
reassign contacts when team members leave
When an agent leaves a team, contacts assigned to that team member need to be reassigned to the rainmaker automatically.
Often times a team forgets or doesn't know this needs to happen, then emails may go out from Smartplans that look like they come from that agent even though they are not on the team anymore.1 vote -
Notification on Consumer Favorited Properties
In the notification settings we can set notifications for a property inquiry or a note on a collection, but not if someone favorites a property. This is very useful info that we need.
3 votes -
Include Email/Text Responses and Activities in Recently Active Widget
Recently Active should include contacts who have communicated by responding to a Smart Plan Twillio text or email. Recently active should also include contacts where an agent has "Added an Activity" for that contact. This will help agents know what prospects are most active beyond just website visits.
2 votes -
The ability to filter by our teams assignees in opportunities
Team Rainmakers/Admins would benefit from being able to filter through our opportunities by "Assignee". Right now you can only filter by owner or tag. On teams the "owner" will always be the Rain Maker. Making an assignee option to filter through would be extremely helpful for teams with 3 or agents or teams that have a high volume of units.
1 vote -
Show Street Matches First in Property Search
If someone goes to my website and starts typing in their street address, they should not have to scroll through literal PAGES of other partial matches for an address before finding their address.
No other real estate website does it this way.
i have attached multiple screen shots for the same address search for an example.
5 votes -
Bulk Delete Contact Tags
Please make Bulk delete contact tag in command settings. If someone accidentally chooses to allow a cateogry to upload as a new custom tag when uploading a spreadsheet they may end up with hundreds of custom tags in their drop down lists. Then to delete the custom made tag they have to delete each one individually in command settings instead of a bulk delete option.
6 votes -
save search
Save searches should be enabled for all Contacts despite of them using the KW App. Just like Matrix, Flex, Brivity, Chime, Top Producer and other CRM's. As of now, if the contact does not use the App, the save search will NOT go out.
1 vote
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