684 results found
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Team Management Settings
Allow Rainmakers to manage permissions of a team member on each individual task instead of grouping them into Standard, Enhanced and Unlimited. There are some permissions that we would like to allow in Unlimited but not all of them. Instead create a toggle yes/no for each permission. This would give the Rainmakers more flexibility on what they allow for their team members.
1 vote -
Custom Fields, add a checkbox option
I want to add things like: Ninja Hot List, Ninja Warm List and have a checkbox like Lerads do.
1 vote -
2 votes
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Home tour feedback
agent wants a place where agent can give a feedback of a house tour
2 votes -
More Robust Team Transaction Detail Report
This idea suggests providing a more robust Team Transaction Detail report that includes Commission, Bonus, Outside Referral, and 1099 figures for the whole team, like the Intranet version used to display.
2 votes -
Email Report Engagement Aggregation
I’d like to see an option where you can pull a report that shows whether a contact has opened an email, and/or engaged with it over any custom month span.
For example, If I send out 2 emails a month to each client, I want to know if X client opened both emails, clicked on anything, and be able to track if they’re doing it consistently month to month to know who’s actively engaging in content.
Currently you can look at each month’s email reports and see who’s opened your emails, and who’s engaged/clicked on something within them. That information…
2 votes -
email campaigns adding archived contacts
When you create am email list for an email campaign, you can load all the contacts from you database for that list you are creating. This system is ALSO pulling archived contacts into that email list. If you select all to add to your email campaign you are including archived contacts in that list. The system will see those archived contacts, to the list but will not send emails to them due to being in the contact archive. I would love for the system to just not add any archived contacts to any campaign including email campaigns. There is a…
35 votes -
Voice commands (Voice enabling KWIQ?) "create a new contact with the address..."
I'm thinking about all of the things we manually write down then come back to command and spend time doing manual data entry and setup.
Client entry from the field: "Create a new contact with the address *** (or at my current location??)" opens a client create window with the address validated and prepopulated. You can hand them the phone to put their name, number/email in while looking like a wizard.
Adding new clients to smartplans: "Add this contact to plan **" or "add the clients from today who aren't on a smartplan already to the plan **" ...confirmed.
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1 vote -
Add Option for Task Completion Contingency in SmartPlans
Looking to leverage SmartPlans by integrating some ops workflows.
Biggest Help: Option to select a task completion contingency to generate the next steps in the SmartPlans.
For example: "Step 2: Put together listing appointment docs" populates only after "Step 1: "Request listing package from the title company".
Critical because I'm building out ops on this foundation - I'd love to keep everything in one ecosystem (Command.)
2 votes -
Ability to Remove or Hide a Personal Account When Using a Team Account
For agents who operate primarily through a team account in Command, it would be helpful to have the ability to remove, hide, or deactivate the personal account view when it is not being used.
When an agent is part of a team and all business is managed through the team account, having both the personal and team accounts active can create confusion, duplication, and unnecessary extra steps. Contacts, tasks, SmartPlans, opportunities, and database activity may accidentally be entered under the wrong account, which can lead to workflow issues and missed follow-up.
The requested feature would allow agents with team accounts…
1 vote -
View Referral Bio Before Sending or Accepting Invitation
When searching for a referral partner, there currently isn’t a way to view their biography until the referral invitation has been accepted by either party. We would like to request the ability to view an agent’s biography prior to sending or accepting a referral invitation, as this would help us make more informed decisions when selecting a partner.
11 votes -
Delete Lead
The new Lead Box in the lower right corner is great. In my experience, many of the leads that come in through the agent websites are spam or phishing. Please add a third option to delete a "lead" right from the box.
1 vote -
send a recruit lead to our leadership team through Command
Is there any way an agent can send a recruit lead (potential new agent) to our leadership team through Command?
3 votes -
2 votes
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How do I export a copy of my referral agents with their contact information?
How do I export a copy of my referral agents with their contact information?
3 votes -
Adding linkedin as a default in campaigns for social posting
Can we get LinkedIn added as a default option in our social media posts for campaigns?
11 votes -
8 votes
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KW Office Listings: Open House Host Needed option
Under the Listings applet, I’d love to see an option where agents that need someone to host their open house can either blast a notification out to agents that they need a host for their open house or there be a portal for all of the available properties needing open house hosts that agents can claim and get connected with the listing agent.
Our agents usually do this in our private Facebook group, but it would be great to have a portal of some sort in the Listings applet where agents that want to host an open house can go…
1 vote -
Bring Back a “WhitePages”
One feature I would love to see brought back is the old KW “WhitePages” style directory from the myKW intranet, where we could easily search for any Keller Williams agent by name.
The current referral search in Command is helpful, but for agents without access to CommandMC, it can be difficult to search for another agent directly by name. In the Referrals area, the search often requires knowing the agent’s location or city first so you can search the map. note looked for an agent of 14 people on his team in Plano by searching his name, and he did…
1 vote -
Profit Share Reports
The new Profit Share reports should allow us to batch-print all statements simultaneously. Clicking through 300 individual agents one by one is tedious, compared to the efficiency of the old myKW reports, where you could generate everything at once, making the process extremely longer than it has been in the past.
1 vote
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