265 results found
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Agent referall with Market center affiliation
When searching for agents for referalls, the app does not show us which market center they are affiliated with.
1 vote -
account not tied to a person
Would be great to have a master Command account for the marketing team that IS tied to Canva, but does NOT make you enter SSN or banking info to set the account up. The idea is that it would be tied to the Market Center not an individual so that it outlives all future personnel changes and any future new marketing director can use the same account and Canva files are not lost. This account could also be used to post Smart Plans for the brokerage created by marketing.
1 vote -
CommandMC AI Metrics: Pulling Lists/Reports on Successes and Challenges
We love the new AI metrics feature under the Production tab. It would be great if we could pull a successes / challenges report for the agents in our MC's. This will allow leadership to be proactive and reach out to these agents during our care calls.
1 vote -
Opportunity Name as Default Search Setting
MC Admins used to be able to move from one Opportunity to another with Opportunity Name being the default search setting if that’s what we had used in the previous search. (Which it always is). Now it keeps reverting to Address which we never use because it’s not good at finding Opportunities. Can we get this ability back too?
1 vote -
dehire
add reason for leaving financial (cant pay bill) and de-hire as options
1 vote
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