14 results found
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Co-Op Smart Plan
Once a closing happens an auto email will send to the co-op agent. Thanking them for the transaction.
Here is a PDF of an example that another firm uses
https://drive.google.com/file/d/1ac8XdD_WfGoHJJ21oj_TfrojHLwUjGbn/view?usp=drive_link
8 votes -
Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
5 votes -
unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
3 votes -
KW Birthday Smartplan
We want to use the Keller Williams Birthday Smartplan in Command MC, since it is set up to go out on Agents and Recruits birthday's. The final step in the smartplan is either a Twilio text or a task. Because Command MC does not have the Twilio integrations yet the last step is converted into a task which you then will have to do, and not something that goes out automatically.
Can KW create a similar Birthday smartplan but the last task instead of Twilio is an email, so we can automatically email on their birthday's?
2 votes -
Round Robin Assignee for SmartPlan Tasks
Have the flexibility to have care calls scheduled round-robin style to the leadership team (perhaps a toggle button on their profile if they should be included in the round robin?) so that we can assign care calls to multiple people throughout the year and they hear from the whole team.
5 votes -
Flag a Task from a SmartPlan that the Recruit has been removed from
For certain SmartPlans I manage, I have tasks to follow up with KSCORE students via text to check on their progress or interest in the program. However, when I remove a student from the SmartPlan, the associated tasks sometimes still appear if they were scheduled for that day or a future due date. It would be helpful to have some form of identifier on the task, indicating that the student is no longer on the SmartPlan that originally created the task. This way, if the task still needs to be completed, it remains active, but if it’s no longer necessary,…
2 votes -
Filter by Creator
A Filter and Sort capability for Smart Plans in CommandMC. For example, I might not need to see everyone in Leaderships Smart Plans. Maybe I want to see only the Smart Plans that I have created.
2 votes -
1 vote
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1 vote
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Add to SmartPlan Trigger: Associate Activated
This would be used by Market Center Leadership to connect with Associates in the Market Center. It would add people to the smart plan when the associate is activated and vice versa. The value add would be to everyone in the market center, leadership - time savings and another touch to agents, and a value add to the agents.
10 votes -
HTML Email Editor
Please! We had these beautiful emails going out when using hubspot. Now we're back to the stone ages. Please add the ability for HTML emails in Smartplans.
12 votes -
Target Date for Associate SmartPlans: License Expiration Date
When associate smartplans are available it would be great to have one for license expiration reminders
10 votes -
Add to SmartPlan Trigger: Inbound Lead
it would be great to be able to automatically trigger a recruiting smart plan based on a new inbound lead be it from locations.kw.com or a mass import with the same tag or simply to target a specific brokerage or group of contacts.
5 votes -
Recruit Address Merge Field
When creating Smartplans in CommandMC I would like a Merge field for their Address to pull from the contact card.
3 votes
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