11 results found
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Simplify Adding Activities/Tasks to Recruits
It takes too many clicks to add a task to a recruit, and it is very hidden. You have to click on Tasks, then change checklist task dropdown to "Other Task" before the button to add task appears. The button should just be there when you go to tasks. In all honesty you shouldn't have to click tasks at all there should be a button available to do multiple tings including tasks to a recruit card. All these extra clicks take extra time. My TL said to me the other day that it feels like all she does is data…
14 votesWe have released simplified activity recording for Recruits! Check out the + symbol in Recruit Pipeline, Management, and Recruit records to add an activity quickly!
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"Back" in Recruit Record Should Go to Relevant Phase/Stage
When you are in a Recruit record and want to hit the back arrow, it brings you back to the main Command MC > Recruits dashboard and shows the Active Recruit stage and not the prior "stage" you were in (ie: You are in the Committed Stage and open a Recruit card, when you click the back arrow, it brings you back to the main Recruits page on the "Active Recruit" stage and not the "Committed" stage again to select another Recruit.
Request is to have the "back" button go back to whichever stage you were in prior to looking…
14 votesHooray! This has been resolved. Now when you choose "Back" in the Recruit record, it will bring you back to the Phase/Stage that you were in previously in the Recruit Pipeline.
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KW Profile | Real Estate License Expiration Date
Please make the Expiration Date within the KW Profile, a field that can be typed in and not a scroll option
3 votesLicense Expiration Date is a typeable field in Associates!
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Sort by Last Updated in Notes Tab
It would be wonderful if you can sync the notes sections to a Last Updated sort. I am constantly logging when I call or text a recruit and when I sort by last contacted it's pulling from the last appointment I logged. Recruit management is all about the follow up and how often you are following up...I would love to see this update sooner than later. Thank you!
1 vote -
Profit Share in Command
I'd like to see names in my downline and who's committed to join.
1 voteOn your Command Dashboard, you can now see a "My Profit Share" widget that shows your Profit Share downline that has named you as their Sponsor!
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Import Recruits with bulk tags
When importing a large file of recruits, we should have the option to assign custom tags in the CSV file, instead of having to assign them all individually, once import has been completed.
1 vote -
Merge Duplicate Recruit Records
Occasionally a recruit is added twice into the recruit management or pipeline. When this occurs, it would be helpful to have a "merge" function to combine the two cards into one, and bring in the data (notes, previous touches, contact info) from both.
9 votesYou can now merge duplicate Recruits in CommandMC! Hooray!
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When a smartplan task is completed, add to the timeline
Add a spot for note within the task so notes from the quarterly call can be listed and it will show up in the timeline.
1 vote -
Track which leadership left a note in Command MC
Would love to be able to see which leadership staff left a note in command mc for our care calls. I can see the notes that are made, but can't see who left that note. Would make care calls more personal since I already know who they've talked to last!
1 vote -
1 vote
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Leadership smartplans
Be able to set up Smart plans in Command MC, and specifically, be able to create one smartplan that sends from different users.
ie. email from MCA, 3 days later, email from DAS, text from Broker, etc.1 vote
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