764 results found
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Archive Smartplan Option vs just Deleting & On/Off Toggle for Smartplans Available in Library
It would be nice (especially for teams) to be able to archive smarplans or toggle specific smartplans on and off as active to team members. We have certain smartplans that are used for follow up from specific events once a year. I don't want to delete the smartplan; however, it is cumbersome to have it in our list all year round of available smartplans. Having some way to turn those on and off from our list of available plans would be ideal.
2 votes -
Add www. to Agent Site URLs
A functionality to add www to agent site's url so it can be better searched by clients
4 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.
5 votes -
Task Table Remains "Sticky" after Completion
Frustrating. It should go back to where you were before. Scrolling up to the top wastes my time as I have to scroll back down and remember where I was.
5 votes -
Bulk Remove from SmartPlan(s)
There's no way to remove smarplans in bulk from specific contacts. We have a team of agents that use the team command and one of our agents wants one of the smartplans removed from his team contacts but the only option is to do it one by one (there's over 2,000) or remove the smartplan for all the agents team contacts, which is not a real option. Thank you!
19 votes -
Allow 10 Images for Paid Ads
Instagram allows users to post an image carousel up to ten images, so we should really be allowed the same limit when scheduling through our app. Some places cannot show their best potential with such few images, and it also compromises the design and feed organisation of our professional profiles, making it harder to develop a visual identity
22 votes -
Show Profit Share Reports in Command
Profit share reports are now maintained on My KW. Since Retirees don't have access to Command, they will need another way to access this information when reports move over to Command.
6 votes -
Improved Load Time in Tasks
When marking multiple tasks as complete, it takes a moment to load before you can mark the next task as complete. I should be able to mark tasks as complete faster that 1 every 10 secs without being forced to use the bulk task action. This is an issue I’ve experienced with the app and the web-based platform.
2 votes -
Quick-Create Email Design from Template in Contacts
Email templates within opportunities tab and/or in the clients contact
6 votes -
Allow Team Members to create Smartplans in the team account
Team members should be able to create smartplans in the team account without having to give enhanced or admin permissions.
2 votes -
In filters, date created = .
You currently have a filter for date created, but I can only search greater than or less than. I would like to search dated created =. This would allow me to search by year or possibly month and year.
2 votes -
Show Tags in Contact List
Ability to see tags in contact list without having to open each client 'card'
6 votes -
Toggle Contact Form from Agent Site
I would like the ability to hide the Contact Form from my agent site. It is the only module on the homepage that cannot be hidden. It is giving me a lot of spam leads and I would much rather that potential clients contact me directly via email.
4 votes -
Additional Formatting for Agent Sites (CTA Button, Images, Text Boxes, etc.)
The more I am working with the website, the more I wish we had a few more stock widgets to work with in addition to "rich text". Something like an image/text box or a CTA that is responsive and always look neat and tidy would be especially helpful. It's hard to get images and text to line up across all devices without additional css and most people just want a plug and play option for their blogs and landing pages. There are some work arounds, but they aren't obvious and this is something that has come up over and over…
4 votes -
Inbox/Outbox for Emails & Text Sent From Contacts Applet
When you send an email (designs coming soon) or text message to many contacts from the Contacts applet using the "Actions" dropdown, it can be difficult to recall a text message you sent and the list of agents you sent to. Or what particular email you sent and to what list of contacts. I understand that you can see this from the contact record 1 by 1. However, a consolidated view of these sent messages and stats for the emails would be a game changer. Also, when someone replies to one of these messages (or another Command email sent from…
1 vote -
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 -
Agents can Download their DA's
No matter which side of the transaction they are on, allow agents to download their own DA's from opportunities.
If the agent is on a team, allow the rainmaker to control what data a team members sees when they download their own DA.
1 vote -
Allow Foreign Currency for Opportunity Price(s) and GCI
KWW agents want to see the currency in the Opportunities applet reflect as their country's respective currency rather than USD.
In this case, for the Philippines, they want to see it reflect as peso.
6 votes -
Additional Filters for Saved Search (Lot Size, Stories, 55+ Communities, Property Size, Condo Name, Manufactured, etc.)
single level, lot size, county search(rather than just the city), type of property
46 votes -
Add Leads from Landing Pages to Email List
We need to be able to create a Landing Page with a Form. When a lead fills out the form, they are added to an email list for Campaigns.
5 votes
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