784 results found
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Expansion of HTTP Response Fields for KW Opportunity API
Following our recent investigation into the KW Opportunity API, we have identified several key fields available in the user interface (UI) that are currently missing from the API's HTTP response.
To ensure data parity between the KW platform and our integration, we would like to formally request the addition of the following fields to the Opportunity object response:
Requested Fields:
• Close Date (not Estimated Close Date)
• Contract Date
• Contract Price
• Estimated Commission Rate
• Estimated Commission Amount
• DescriptionWithout these fields, we are unable to accurately sync transaction milestones, which limits the utility of the…
1 vote -
I am creating an initial offer. why do I need a close date? this is an offer, don't I use this to track offers?
does the close date mean I have closed or is this an estimate. I don't want to add a close date because this is just an offer. the close date hasn't been agreed upon yet. I want to enter the offer so I can track the negotiation process.
1 vote -
Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son
Hola me gustaría ver las métricas de mis smart plan para saber que tan efectivos son dado que en ningún reporte se ven los resultados.
2 votes -
Export specific client names based on their last name (ex: A-H, I-P, Q-Z).
Export specific client names based on their last name (ex: A-H, I-P, Q-Z). I want to be able to search for this in the filters without having to individually select each name.
1 vote -
Add Business Centers To The Referral Map
Add the ability to locate KW Agents on the referral map based on their business center location.
9 votes -
Completion of one task generating another
There should be an option when setting up a task (either in a smartplan or an opportunity) that allows the task to pop up only when another task is completed rather than having them all be date/time based.
1 vote -
Estimated Commission Amount should update when a contract price is entered in the Contract Price
Estimated Commission Amount should update when a contract price is entered in the Contract Price field of the Financial information of an Opportunity. Right now it is only synced to Budget, which is fine for when they are searching, but not useful once the client is UAG. Thank you.
1 vote -
Multi functional smart plan - if/and functionality
Add functionality in smartplans to do an "if/and" desicion. example - when sending a monthly communication, the SP can send it as a text; if no phone number, it will send it as an email. ( when the customer has both). Also, to be able to add a tag via the SP in certain action is taken
2 votes -
Alert Pop-Up or Prominent Field under/next to Contact Name
Create an Alert Pop-Up text box, or and alert text field under or next to contact name. that would be seen each time a contact is pulled up. This would flag an agent that there is something important to know before reaching out, such as "spouse recently died" or "currently battling cancer", etc. This would also solve the other ideas of "Buyer Bullet Points on Contact Page" and "Do Not Contact" next to client name. Currently there is no way of knowing unless you scroll through notes prior to contacting each client.
1 vote -
Automatic Horizontal Scrolling When Dragging Opportunities
Currently, when dragging an opportunity to pipeline stages that are not visible on screen, the columns do not automatically shift to bring additional stages into view. It would greatly improve usability if the system could detect when a user is dragging an opportunity toward the edge of the visible pipeline and automatically scroll to reveal additional columns, allowing for a smoother drag-and-drop experience.
2 votes -
Smart Plan email editor to allow us to add a "Design" element (ie-branded signature) to bottom of simple text email
Current Limitation: When creating an email in a Smart Plan, selecting a "Design" (to add a branded signature) automatically overwrites and deletes any body text currently in the editor. There is no way to combine a simple text body with a graphical signature footer.
The Workflow Friction: Currently, agents are forced to build the entire email inside the Designs editor just to include a signature. This is inefficient because:
Data Loss: We lose work if we try to add a signature after typing.
Editing Difficulty: To make small text edits later, we have to launch the full Design Editor rather…
2 votes -
smartplan
Hi Command Support Team,
We’re reaching out with a question regarding a Smart Plan we recently created for our database.
The Smart Plan is a 12-month email series designed to send a monthly home maintenance checklist, with one email scheduled per month. We’d like to know if there is a way for contacts to enter the Smart Plan based on the current month they’re added.
For example, if a contact is added in February, is it possible for them to skip the January email and automatically begin with the February message (the second step of the plan), rather than starting…
2 votes -
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
Add year back to the Birthday field in command. It appears to have been removed in a recent update.
25 votes -
Expose API endpoints for Command Data - CRUD
Currently, there is no public API access for KW agents to create, update, or read data from Command. Agents who use third-party apps for prospecting and transaction management must do duplicative data entry, and/or complicated workarounds to get records in and out of Command.
Lead collection - many of us use our own websites and other prospecting tools that gather leads. The only automations available are Zapier and API Nation which can be costly. We need a way to create contact records using webhooks.
Tasks - many agents use Notion or Asana for task tracking due to the amount of…
1 vote -
Put the Notes option back on the Homepage.
I used it to post quick links to Opportunity pages, eliminating a couple of steps to get there. It was useful for other quick link capabilities.
1 vote -
Can a field be added for offers that are cash in Opportunities??
Can a field be added for offers that are cash? When there is not financing or appraisal, or just lastly, in final escrow????
1 vote -
Can a cash button be added?
Can a cash button be added in the offer details set-up for cash buyers (it has pre-approval/pre-qualified buttons)
1 vote -
3 votes
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5 votes
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Ability to delete more than 50 tasks at once
It seems like there is only a max option to delete 50 tasks at a time. It would be great to have the capability to delete all of your tasks at once in the backend settings since some people have 1,000+ tasks and doing 50 at a time would take some time deleting that many tasks.
6 votes
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