918 results found
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Add Merge Tag for Agent Signature
Problem, when adding an email you always have to manually type in your email signature.
Solution come up with additional Merge Fields like:
{Full.Agent.Signature} - to include their office address
{Short.Agent.Signature} - a variation of the Full with out the address.5 votes -
Profit & Loss Statement Report
I would love to have a way to keep track my business expenses and create a Profit/Loss report every month. Since KW Command will be able to track our income based on our 'opportunities', it only makes since to also be able to track our expenses.
5 votes -
Verify a Lead's Phone Number and Email Address
??RECOMMENDATION for KW Command Programmers...When the lead completes the form to view our FB and IG Ads, could a verification text with a code be created and they enter the code before they are actually added as a Lead?Something to keep the fake leads from coming in.
4 votes -
Report for Neighborhood Nurture Engagement
I would love see who is engaging in a bi-monthly or monthly neighborhood search so we can follow up. Perhaps a notification of contacts who open the smart plan and are looking at listings. Or a way to filter these contacts. We seem to be good at sending them out but the follow up and metrics to these systems seem to be lacking.
2 votes -
Notification for SmartPlan Ending in Error
Would it be possible to have an email or notification sent to me when a SmartPlan ends in error? I am finding these errors are happening and I am not aware of it. Don't want anything slipping through the cracks. Thanks!
3 votes -
View Full Checklist Template for Opportunities
Being able to look at a full list of the checklist items for all stages/phases of an opportunity would be very helpful. Quick access to the full list is helpful to see how we want to edit the opportunity process in its entirety, maybe moving things to an earlier stage/phase.
3 votes -
All Opportunities as Default View
I would like the option of having the Opportunities default as the LIST view. Much easier to see all the opportunities and who is assigned.
3 votes -
If/Then Functions for Opportunity Task Checklists
For checklists, I would like to set up "If-then" scenarios where if a box is checked then another checklist appears. In other words, make a checklist item a question and then based on the answer, have different checklists populate that apply to that answer. For example, Checklist Question: Inspection Results; Answers: a) Satisfactory, deal moving forward; b) Unsatisfactory, Repairs Needed; c) Dissatisfied, withdrawal from deal
IF inspection is checked as "Dissatisfied", THEN another checklist for Mutual Releases/Withdrawal from Transaction is added. IF inspection is Unsatisfactory and requires repairs to move forward, another checklist item displays for adding an addendum, etc.…
4 votes -
Transferring Opportunities between Market Centers
We had a team transfer from another KW Market center and they brought their listings with them. They already made the opportunities and contacts at the other Market center but they are working from ours now. Could you please add a way to transfer opportunities between Market Centers? For all of the associate transfers within KW.
4 votes -
Notification for Multiple Opportunities Created for One Contact
Issue: many agents create multiple Opportunities for the same contact/transaction because they do not remember making one OR they do not know how to find the one they already made.
Solution: allow for a modal to pop up when an agent begins to create an additional Opportunity for a contact using the linked contact as the trigger.
Example: an agent creates an Opportunity for Mr. Buyer. Later the agent forgets that an Opportunity is already made for Mr. Buyer and begins to make a second one. Once "Mr. Buyer" is linked in the Create Opportunity screen a modal pops up…
3 votes -
Allow Multiple Birthdays within Contact
Multiple birthdays with reminders, within a single contact. Husband & wife, several adults, numerous children. Each with their own birthdate, reminder & auto email greeting
4 votes -
Select "Default" Version of Checklist Versions
Inside of Command Opportunties, agents are able to create a new version of an under contract folder. Many agents use this for a backup offer, but are currently unable to set the new folder to default as open if they need to start using that other folder. This has led to agent's uploading docs to the wrong version or downloading the wrong documents. Either being able to select which version will default open, or even having it remember which folder was open last would be a helpful feature.
3 votes -
Client Neighborhood Addition Notification
When client adds a neighborhood, it shows up in notes and sends a alert
2 votes -
Allow Multiple Email Accounts
I would like to have multiple email accounts.
2 votes -
Show All Contact Tags (Scroll)
Would love to be able to see all my custom tags on one page. I currently have 681 tags (many are automated) tags and viewing them 10 at a time is just not workable.
I also use Follow Up Boss and it has the ability to see them all on one page. See attached screen shot.
I do see some value in the current display so you can sort on the various columns.
Maybe the solution is to have two views available.
2 votes -
Ylopo Integration with Command
Integrate with YLOPO for marketing and continued processes that link with CRM.
1 vote -
Automated Social Posts for New Listings
We would LOVE to have the ability to automate Social Media Marketing directly from the MLS/IDX. For instance, a new listing of one of our agents hits the market, it feeds into Command and triggers a social media flyer about that listing onto the agent's media platform, based on templates we have chosen
2 votes -
activity email format
Please allow formatted text in activity entries. Email chains are munged together and are nearly unreadable, text message entries are worse
0 votes
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