782 results found
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Possible Duplicate (in Archived) Notification when Creating Contact
if i go to add a contact who has already been archived i would like to push a button and have them un-archived currently you have to log out and go into archived contacts and find the contact and restore them. too much time
4 votes -
Require Rainmaker Approval before Document, Offer, and Commission Submission
This would be useful as it would allow the RM to oversee all deals going through their team to ensure the opportunities have the necessary team documentation correct, as well as allow the RM to ensure the offer and commission submission is correct (i.e. splits, etc...) prior to submitting it to the MC for review.
This would ideally be something the RM would have control of and be a "final check" before submitting the docs and offers to the MC for their approval by the agents on that team.
In my opinion, the best way to do this would be…
5 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
4 votes -
Adjust Header and Footer for Neighborhood Nurture
currently, the monthly neighborhood snapshot Smart Plan (a KW developed Smart Plan) provides both a header and footer, but the format is not professionally presented and is not adjustable.
5 votes -
Show CommandMC Tasks in Tasks Widget
It would be useful to have ALL Tasks appear in the same place - on your primary command dashboard, not have to go digging for them in CommandMC
4 votes -
Add Agent Branding to Neighborhood Nurtures
When we send the link for neighbourhood update it will be super beneficial if you can add individual agent branding in the page the prospect click on
4 votes -
Ability to Drag Contact to Open New Tab
We used to able to grab a contact and drag them to another tab. This made it easy to work from a main contact dashboard and with the individual contact. Now it requires going back and forth and beginning at the beginning of the list. Please let us drag again.
3 votes -
Consolidate Marketing Profile and My Profile
As a MCTT, I've noticed with a lot of agents that it can get very confusing on where they need to put in information to go on their Consumer sites. I have a lot of people that update their bio and headshots in the My Profile section and then wonder why it's not updating anywhere because it's hard to find the Marketing Profile and no where really explains the difference between the two. It would also be great to add a button on the Consumer tab that takes you to your Marketing Profile so it's also easier to find as…
9 votes -
Make Filters Sticky in Listings
After clicking a listing in the listings applet, I lose any and all filters that I might have applied when I click back to return to the map/search results. This makes it cumbersome to navigate using Listings unless I know to open every listing in a new tab.
3 votes -
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 -
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.
6 votes -
Bulk Action: Create Tasks
Add same taks to multiple contacts at once
7 votes -
AI Tool to Create SmartPlan from Reviewing Text
ChatGPT or other tools can create .txt or PDF files that are multistep touch campaigns. If SmartPlans added a function to read these files, import the information and create the steps it could save massive time and create a high level of scale to SmartPlans
3 votes -
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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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 -
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 -
Add "cc:" Field to SmartPlan Email Steps
Please add a cc' field for Smartplan emails. We are currently unable to see outgoing Smartplan emails and would like the capability to see the email that was sent out.
6 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 -
Include And/Or in Advanced Filters
Please keep workinng on advanced filters. They are almost there, but I cant confidently make the switch from our current CRM until 2 things happen:
"and" should be customizable to "and"/"or" between query lines
"notes" should be a searchable option in the drop down. I use this weekly to find notes I know were added multiple times, like which three people talked to me about x listing last week, etc.
3 votes
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