31 results found
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Merge Notes, Activity, and Timeline Tabs
Would love to merge the notes, activities and timeline. During lead gen, we put our conversation notes in the actual Notes section whether it's an email, call, or text. Now that Activities are being tracked, we are adding that second step. Unfortunately, the activities don't show up under Notes. They only show up under Timeline. Would love if these sections could be merged to avoid confusion and duplication.
2 votes -
Multiple Recruit Pipelines
Make the recruiting pipeline mirror (visually) what the Command Opportunities Pipeline is for Buyers, Sellers, Rental. Instead of those categories it would be Unlicensed, R1, & R2 Pipelines.
This would allow for leadership to create systems in the recruiting pipelines that are appropriate for each level of productions. We are currently running over 10 stages in active recruit in order to use the pipeline tasks as SOP for each recruit.
It has become clustered and made ease of use difficult
4 votes -
Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
11 votes -
Refer a Co-Broker to KW via Opportunities' Co-Broker
Add option when submitting commission tab for agent to select “Yes I would recommend that this agent join KW” or “No I would not recommend working with this agent” for the co-broker they worked with. A required yes or no box that sends a notification to the TL when checked yes so they know to reach out.
(I believe green sheets used to do this) :)
16 votes -
Bulk Action: Remove from Pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
2 votes -
Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)
For tasks or emails done through SmartPlans should update the Last Contacted for a recruit. Whether it's a touch task, SMS task (since Twilio is not yet supported in CommandMC), email, or call task, it should be considered contacting the recruit. Otherwise, we will have to double input by using "Add Activity" in the Timeline or not count emails as a touch.
6 votes -
Allow Any Name in Referral Field
In recruit card for the lead source referral you can only add a name of a current KW agent/leader. We get recruit referrals from other individuals (affiliate partners, prior KW agents etc.) It would be helpful to add the name of the actual referring individual.
2 votes -
Optimize KW Invitation for Mobile
Currently when sending a kw invitation to a recruit they are not able to open on their phone. It would be great if they could open on their phones.
14 votes -
Transfer Recruit to Another MC
Would be great to be able to transfer a recruit to another MC while retaining the contact history and referral source from one MC to another and have it show up in "inbound leads" to the receiving MC. Every once in a while, we meet with someone out of area and call those offices to refer. Would be convenient to do so in Command and could help in event of agents who move etc.
7 votes -
Search By Phone Number
I would like the ability to search for a recruit by their phone number..
8 votes -
Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
9 votes
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