31 results found
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Remove All Checklist Items in Recruit Card
We have agents who have completed the joining portal and full onboarding through the new system, and have left for one reason or another. When they return, their checklist items are all completed and to uncheck them, it needs to be done manually one-by-one. It would be nice to have a Remove/Delete all and then be able to add new checklists incase items have changed on checklists since the associate was here last.
18 votes -
Exclude Heatseeker Leads from "Leads Last 7 Days - Not Contacted" SmartViews
We would like the Heatseeker leads to be removed from the Recruit Management SmartView titled “Leads Last 7 Days – Not Contacted."
We have noticed that by the time Heatseeker leads appear in this SmartView, they have often already moved on or are no longer in the area. Removing them from this Smartview saves us time from having to log an interaction to make them go away.
3 votes -
Advanced Filtering for Recruits
Advanced filters like have been added to personal command are needed.
Such as:
Smart Plan > includes > choose from smartplans
Smart Plan > excludes > choose from smartplansLast contact, last updated, created, lead source, tags, etc. All available with the includes, excludes, none, etc
16 votes -
Enhance Email Outreach Management in the 'Find An Agent' Tool
Implement functionality in the "Find An Agent" tool to allow automatic exclusion of specific agents from email outreach lists. Additionally, ensure that all emails sent through the tool include an "Unsubscribe" link, providing recipients with a straightforward way to opt out of future communications and improving overall email management efficiency.
2 votes -
2 votes
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move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timelin
Is it possible to move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timeline because of all the Heatseeker entries.
1 vote -
Appointments Show in Timeline
Allow logged appointments in Command MC to populate on the recruit and associate card timlines.
Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.
18 votes -
Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
61 votes -
Option to Sync Email Field from KW Insights Record to Recruit Card When Linked
Please provide an option to sync the email details from the KW Insights record to the Recruit record. Currently, when a record is linked to a recruit, the email address from the linked record does not populate in the recruit card. We’d like to have the ability for the email field to automatically pull into the recruit card when the records are linked.
2 votes -
Change contact email on recruit card when removing associates
When we remove associates from the market center, the recruit card maintains their KW.com email address instead of reverting to the email that was used during their initial recruiting process. Since the KW email address is deactivated 30 days after they are removed, which becomes problematic when we attempt to re-recruit them.
4 votes -
Additional Pipeline Phases, Tasks for Offboarding, Other Transitions
We manage several other systems when an agent offboards with our Brokerage. It would be nice if we could have pipeline tasks for active associates. For example, we remove the associates access to our office's Facebook group. It would be nice to track these steps in Command.
4 votes -
Delete CommandMC Lead Sources
This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.
10 votes -
Edit Activity Dates in the Timeline
Include a way for us to change the dates of the activity that we submit to the recruit cards & associate cards.
6 votes -
tags
Allow Auto Tag for agent's production status: 1/2 cap, full cap, quarter capper for current agents, and recruits since update shows recruit production without using broker metrics
2 votes -
3 votes
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AI Summary of Timeline Just like Command
For both Recruits and Associates, it would be beneficial to have an AI summary available for the contact's timeline just like we have in Command. It would make it much easier during handoff's during onboarding or for keeping up to date on Associates at a glance.
2 votes -
Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
14 votes -
3 votes
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Bulk Remove Tags
It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.
17 votes -
4 votes
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