860 results found
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Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
11 votes -
Add Dashes to Phone Numbers in Opportunities
Currently numbers appear +14251239876 adding a dash (ie: +1 425-123-9876) to separate the numbers would decrease eye strain and improve readability.
3 votes -
Allow JPEG and PNG Upload to Opportunity Documents
Our MC requires photo ID of all parties involved in the transaction. 99.9% of the time, we receive them as PHOTOS and then have to convert each one and other items from time to time into PDFs.
It adds up to a lot of wasted time, adding other document types to be uploaded would solve this. Thank you!
4 votes -
Send Image and Video via Text and Email SmartPlan Steps
The ability to attach photos and even videos to the twilio text messages you send through Smartplans instead of just through individual contact.
20 votes -
Go to DocuSign Widget on Dashboard
As a working agent/rainmaker it would be nice to have a DocuSign Room Button as a Widget on the Command Dashboard. This will allow agents to go directly into an opportunity room and expedite the process of accessing documents.
2 votes -
Show Sold Properties in Neighborhood Nurture
It is very important that a client (potential seller) receives a bi-weekly neighborhood Nurture including Active, Pending and SOLD properties in order to they have an idea how is the market regarding the last sold similar properties an make a quicker decision selling their units. Only Active and Pending unit are shown. Please see attached the screenshots.
5 votes -
Add Option for Email/Text Notifications
It would be great to have the ability to turn on or off notifications and have the option to choose where they go. I would really like to have the option to have oportunity compliance command notifications be directed twards my emial.
6 votes -
Customize Team Activity Tracker Questions
For those of us using the Procoach accounts or even teams with newer associates, it would be extremely benifical to be able to adjust some of the questions asked on the Activity tracking form.
Rather than having "did you sign any contracts today" I would love to be able to change that for PC Agents to "How many contacts did you assing to smartplans today?"
3 votes -
Attach W9 to Outgoing Referrals
Link an agent's pre-loaded W9 to each outgoing referral they make. This is helpful from the administrative side because it would make the process of payment faster, prevent DA hold-ups while awaiting W9's to be sent, and would prevent the additional time to chase them down.
3 votes -
Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)
instead of having to manually enter the closing date from details to home anniversary, it should automatically go to home anniversary date field once the closing has been completed. this way would be easier for reports and smartpans than having to go back and enter each :) thanks!
25 votes -
Goals Report to Include Deductions, Net Commission, Amount Left to Cap
This would provide an at-a-glance view for with the toggle capability to see the data by Calendar year vs Anniversary year. Having to manually track or depend on the data within individual opportunities is cumbersome. I know this can be streamlined and save time.
3 votes -
Notification for Testimonial(s) Received
Would be good to get a notification when someone fills out a testimonial section on our websites
22 votes -
Neighborhood Nurture Sent Via Twilio Text
Neighborhood nurture sent via text through Twilio
11 votes -
Connect Existing DocuSign Room to Opportunity
When working with buyers, we usually need documents signed (e.g. state disclosure, Buyer Agency agreement, etc.) BEFORE an opportunity is needed. So the Docusign room often precedes the Opportunity. It would be very useful to be able to connect an existing Docusign room to a new opportunity.
5 votes -
Show Opportunity Notes in Contact Notes
This would be very help because if an opportunity is either lost, archived or closed, we will be able to see the notes that will be useful for other team members that are going into the database to call/check in.
13 votes -
Allow Guest User Access to Multiple Teams
I support multiple kw teams. How do I get access to all their Commands without having to log-in as someone else?
25 votes -
Make Hyperlinks Live in Email Designs
The email template only allows you to save it as a flat image or PDF. Defeats the purpose of having links in your email signature which is necessary. Should be able to be saved to be functional.
4 votes -
Filter by Custom Fields
Would be nice to be able to filter contacts by Custom Fields !!
21 votes -
Task Due Dates Based on Opportunity Dates
I am a TC for our team and we are trying to switch over to Command from Brivity but I would need the ability to create smart plans to take us from contract to close or outline the steps of preparing a house for sale and going live on the market. With Brivity, I have the ability to set up custom tasks based on time frames. For example... We get a property under contract today. I enter all of the contract info and dates. We have a 7 day inspection period. The system keeps that date and notifies me of…
7 votes -
Command Calendar (Synced to External Calendars)
A calendar within command that can sync to our external calendars, icloud, google would be amazing
16 votes
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