Settings and activity
126 results found
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6 votes
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LABS Team
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36 votes
An error occurred while saving the comment LABS Team
commented
The Smart Plan Simple Email Type does not provide a Merge.Tag for Agent.Phone.Number; this would be greatly useful for Team-based Agents who want to utilize Smart Plans & have their appropriate signatures utilized with their phone number.
An error occurred while saving the comment LABS Team
commented
It would be extremely helpful if we had merge tags for agent phone numbers in SmartPlans. I work on a team, and I have to create duplicate smart plans for each agent, with the only difference being their cell number. If we can have merge tags for agent names, why not phone numbers too?
An error occurred while saving the comment LABS Team
commented
Currently, we only have agent.first.name, agent.last.name, team.name, and kw.app.link for agent functions.
Can you please add agent.phone.number and agent.email?
I'm part of a team and I can't add my contact information into the smart plans because they are used by the whole team.
Thank you!
An error occurred while saving the comment LABS Team
commented
Add dynamic website addresses for agents on teams for when SmartPlan emails are sent from each agent.
An error occurred while saving the comment LABS Team
commented
it would be great if we can auto-populate an agent's contact number, DRE, email, etc so it's easier to create a generic plan for the team. Currently, the only options are agent first name, agent last name, team name, KW app link, contact first name, contact last name, contact birthday & home anniversary.
An error occurred while saving the comment LABS Team
commented
So our team smart plans do not only come from the rainmaker.
An error occurred while saving the comment LABS Team
commented
When creating a smartplan email..... it only allows us to use auto-populate fields for agent first name and agent last name.
We really need to be able to have a field to populate agent phone and agent email as well.
In a team setting... if we want to use the same smart plan templates..... right now we can only set it to populate the assigned agents First and Last name and App link.
We obviously want that agent's phone number, email address, and probably license number for compliance to also be a field that can be dropped at the bottom of a smartplan email.
Otherwise we need to create separate smartplans for each individual agent on the team and that complicates things for us.
An error occurred while saving the comment LABS Team
commented
Smartplans have merge fields that pull from the Marketing Profile. We need merge fields with the agent phone number and DRE number. This makes it easier for Team smartplans, so each team member doesn't need their own smarplan. ?
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10 votes
An error occurred while saving the comment LABS Team
commented
allow us to organize in what order the contact info comes up or at least put the contact info that has to do with the health score first. Also, make it easier to tab through contact info for quick entry. Too many clicks right now.
An error occurred while saving the comment LABS Team
commented
Having the option to relocate the position of your Custom Field on the Contact Card so we can visually see it at the top with all pertinent information like the number, email etc OR wherever one chooses.
An error occurred while saving the comment LABS Team
commented
It would be helpful to be able to view the contacts property address and spouse name without having to scroll down. Thank you!
An error occurred while saving the comment LABS Team
commented
When viewing a single client, it would be great to edit how the widgets appear either permanently for all KW users, or editable by user. We have added custom data that would be helpful to see under the phone number and not need to scroll to next page. along with that it would be great to tighten up the white space overall. so we can potentially view more info on first screen. We don't need to see health score of client, who owns clients & neighborhood snapshot which takes up so much of the first screen and is not what is typically needed the most to see. Those could be last and some of the more important fields moved up so you don't have to scroll down for that key info. Thanks
LABS Team
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23 votes
An error occurred while saving the comment LABS Team
commented
Unless i missed it, I'm not sure why the area where you enter the contacts address is so far down and you have to click through a few drop down menus. Name add and ph# should be right at the top. would save a good amount of time.
An error occurred while saving the comment LABS Team
commented
It would be helpful in command when looking at a contact if the address was listed below the phone number. Currently it is further down the page. If I'm missing someone's address I'd rather see it upfront.
An error occurred while saving the comment LABS Team
commented
Instead of having the primary address hidden in the Additional Information section, it would be great if that would be moved to the first section since that is one of the main pieces of the contact that makes smartplans, postcards and other features work smoothly. It is also one of the other key pieces of the contact that has always been suggested to have from a client. So it would be nice to have their Name, Email, Phone, and Address all in one section when you are creating or editing that contact.
An error occurred while saving the comment LABS Team
commented
I am noticing agents will not click on "add additional information" when adding an address to a new contact, skipping through, and saving the contact, without adding some very important details.
I believe it would be helpful group primary address near the top, along with primary phone, and email.
An error occurred while saving the comment LABS Team
commented
Having the address under additional contact information is tedious and weak sauce. Make it a main field like a phone # and email. Thanks. EC
LABS Team
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26 votes
An error occurred while saving the comment LABS Team
commented
In areas like Houston or other Metros there are so many neighborhoods and zip codes that it makes it hard to give a good representation form the market snapshot. Some agents like to send out a "market Update" and are having to go to other sources for the info. Most would like to stay within command if possible but can't unelss they pull the data and add it one by one.
An error occurred while saving the comment LABS Team
commented
Bay Head is a small town with a focused group of potential buyers. The way the maps are drawn at the moment, which include the town next door and do not encompass the whole town of Bay Head, it is not possible to provide a clear picture of the market/neighborhood data correctly. Without the change, it is an incomplete profile and does not make sense to send to potential clients.
Thank you.
An error occurred while saving the comment LABS Team
commented
Is it possible to allow the neighborhood market update feature to include whole zip codes?
An error occurred while saving the comment LABS Team
commented
Under a contact, it would be nice to be able to enter a zip code and choose from just one neighborhood. For example, if I input 92109, I'm given 5 options and I would like to choose the entire 92109 and be able to send a monthly neighborhood update for that specific zip code. I hope I make sense.
An error occurred while saving the comment LABS Team
commented
In Command Contacts, you can subscribe them to specific neighborhoods. Being able to add specific schools would be helpful. Many parents look for home zoned to specific schools based on school rating. Some neighborhoods have multiple schools.
An error occurred while saving the comment LABS Team
commented
Neighborhood Market Snapshot should allow selection of zip codes or cities in addition to the hyper local areas already available. I believe that people like particular cities in the early stages of looking and then specific neighborhoods as the search moves forward and is refined.
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24 votes
An error occurred while saving the comment LABS Team
commented
I have contacts who use a shared phone number. Many of these are landlines (yes, they still exist). Some older clients also share a single cell phone because they're nearly always together. There are also businesses who have a general line for multiple employees.
Currently, only one contact can have a phone number. While I'm glad Command identifies this as a potential issue, it would be great to be able to override the inability to add the same phone number.
Please allow for multiple contacts to have the same (home, landline, business) phone number.
An error occurred while saving the comment LABS Team
commented
addresses that might not auto populate like rural addresses or unit numbers and need to be manually entered, both need to match exactly for spouses to print on same label. If there is a checkbox for spouse address to match it alleviates the issue. Also just a huge time saver
An error occurred while saving the comment LABS Team
commented
When merging husband and wife need to have BOTH birthdays be able to send notifications- not just the primary one.
An error occurred while saving the comment LABS Team
commented
IN MOST CASES, two spouses live at the same address. When adding the "spouse" relationship to a contact, automatically populating the address to the spouse eliminates the chance of typos or leaving the address out altogether. It also helps when contacts move, to be able to just update the address one time, instead of having to go into both contacts to update the address. This would eliminate the duplication of work, saving time and making us more efficient.
An error occurred while saving the comment LABS Team
commented
Example, I want to add the husband-and-wife each separately, because i want both of them to receive my communications. It would be very convenient to have the two linked so we can toggle from one to the other. I have always kept husband and wife on one contact entry, but I have realized each spouse has different circles of influence when they both work and volunteer, so I now want each to have their own contact record (when I know both of them.) The relationship link is important, because, when I add information to one, I often want to copy the information to the other spouse.
An error occurred while saving the comment LABS Team
commented
When I enter that I met in person with a husband and wife and I add that activity. I would like to be able to click add activity - select to add spouse in and the update go on both people vs having to duplicate it to show contact for both of them
An error occurred while saving the comment LABS Team
commented
Allow Spouse data to be quickly copied when adding a ""Relationship" ?in Contacts.
Maybe give option checkboxes to include/exclude
__ Home Address data
__ Neighborhood Data
__ Home phone
__ Child Relationship connections
__ Wedding Anniversary (also needs to be added!)
An error occurred while saving the comment LABS Team
commented
If I am updating a customer's address because the have moved, I should have the ability to automatically update the spouse's or partner's address.
I also should haven't to tell it that it is the same as the mailing address if I have deleted the old one.
LABS Team
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36 votes
An error occurred while saving the comment LABS Team
commented
As owner of the team account and my personal account it would be convenient for opportunities to pull from either account when creating a new opportunity and selecitng the contact.
An error occurred while saving the comment LABS Team
commented
At this time, Admins/Guest Users can view all opportunities. It would be great if admin, ISAs, Rainmakers,and Agents permission level also apply with opportunities so they can only view what is assigned to them.
An error occurred while saving the comment LABS Team
commented
It would be nice if Agents, ISAs, Admins and Rainmakers have different permissions.
LABS Team
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38 votes
An error occurred while saving the comment LABS Team
commented
We would like to have a additional lead capture form that we can add to agent websites on landing pages. We put out a monthly newsletter through smartplans and command and we would like to have the option to have people register on our site for the newsletter. So a lead capture form that we could say when the person is on this landing page and put their information in it sends us the contact information and we can add them to our newsletter tag. Were currently we only have the contact form that is used for everything. If we have a specific form that we could customize for each landing page we could narrow down where our leads are coming from and it would help streamline the process of getting them set up for monthly emails.
An error occurred while saving the comment LABS Team
commented
The ability to add fields or unique personal questions such as, "When do you plan on making your next move", into the lead capture section would be a great tool. I want to run a free raffle and capture leads, sending clients the link to the landing page would be a great way to capture these leads if it were able to be more customizable to better target my audience.
An error occurred while saving the comment LABS Team
commented
Would like the ability to customize the fields on the lead form widget. At a minimum, would like the ability to make the notes fields optional. Right now, you can't submit the lead form without having something in the notes field. Making the lead go through an extra step reduces the likelihood that they fill it out. I'll have to continue using mailchimp landing pages for now.
LABS Team
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141 votes
An error occurred while saving the comment LABS Team
commented
I would love it if command tasks could like with our calendars.
An error occurred while saving the comment LABS Team
commented
Can we connect google calendar with command tasks and opportunities?
An error occurred while saving the comment LABS Team
commented
It would be great to have the option to allow checklist tasks to automatically feed to calendars that we are already using, specifically Google calendar. That way due dates/deadlines wouldn't have to be entered into multiple places manually.
LABS Team
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15 votes
An error occurred while saving the comment LABS Team
commented
The notes from a contact's opportunities do not display in the timeline tab of their contact record. It would be extremely helpful to be able to see the latest notes from the contact & their opportunities all in one place.
This would provide a comprehensive "at a glance" view of the latest updates for the client and their opportunities.
Currently you must open client record and each of their associated opportunities in order to see a comprehensive view of all notes and updates related to that contact. This can be a bit cumbersome if they client is both buying and selling multiple properties.
An error occurred while saving the comment LABS Team
commented
If you're using the mobile app and running your business from your phone most of the time your "Activities/Notes" are results of the conversation. To enhance the effectiveness of tracking and adding that client to opportunities as soon as the connection happens is ideal. So whenever you as the mobile agent need to sit back down and go through your priority (based on which stage they are in the opportunities tab) it would be beneficial to have those original notes readily available instead of switching back and forth between tabs.
LABS Team
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9 votes
An error occurred while saving the comment LABS Team
commented
If a rainmaker dissolves their team none of the tags transfer when account ownership of their contacts are changed to personal. This is because their tags were team tags, and now the contact is in their personal account. However, when an individual agent goes to a team all their personal tags become legacy tags. But it does not work vice versa.
If the team tags became legacy tags in an individual account then bulk adding personal tags to match the legacy tags that transferred over would be really easy.
Right now the only solutions I have heard is to export and reimport under personal (but a lot of the history disappears like opportunities they are associated to, smartplan history, etc.). Or transferring tag by tag and bulk adding tags in the personal account as you go. But that doesn't really work because most contacts have multiple different tags.
Even if a team wasn't dissolving, if an agent leaves a team and their contacts are moved back to personal they would lose the history of those tags too. This happens all the time, rainmakers dissolve a team or agents leave a team but stay with KW.
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26 votes
An error occurred while saving the comment LABS Team
commented
Create a way to search by notes in a contact to easily search contacts
An error occurred while saving the comment LABS Team
commented
I'm trying to recall who I spoke to "Council on Aging". Searching for those specific words in Notes would help me find who I'm looking for in a Tag group of 350 contacts.
An error occurred while saving the comment LABS Team
commented
This will help look for things in a contacts time line with our having to scroll through the whole thing. This will help if you have a long time line or if you have other people that make comments on your contacts
An error occurred while saving the comment LABS Team
commented
Making "Notes" searchable would be great, even if it's just the title of the note. It would likely need its own search field, though.
LABS Team
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27 votes
An error occurred while saving the comment LABS Team
commented
Currently in CommandMC when a smartplan is assigned to an recruit/agent we can not see who on leadership have activated the smartplan. For accountabiluty reasons I think having in the timeline who activated that smartplan on the conatct should be included. I am not sure if this is the same function on the team side as well.
An error occurred while saving the comment LABS Team
commented
When adding an activity to the Timeline you cant see who left the action like in the notes section. You also cannot delete or edit an added activity in the Timeline like you can in the Notes tab.
An error occurred while saving the comment LABS Team
commented
In Command MC. If a user adds an activity like a call. Other users do not know WHO made the call/activity
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28 votes
An error occurred while saving the comment LABS Team
commented
Allowing individual teams to access to only recruit information would allow transparency into the onboarding process and allow them access to the HeatSeeker list for their own recruiting purposes. Currently there is no way to safely provide an UpToDate HeatSeeker list to our teams without exporting the list weekly into a google sheet. This is ineffective as we cannot accurate keep notes on each possible recruit and capture all HeatSeeker leads.
An error occurred while saving the comment LABS Team
commented
TO WHOM IT MAY CONCERN:
We need our ASC to have the ability to perform all related agent add/remove functions WITHOUT having access to sensitive CommandMC Compliance (red bubbles) info.
Recently an Angel advised us, "...if she (ASC) is just sending an Invitation to Join, then the MC Leader role would be sufficient, as this allows access to the recruits section of Command. However, there are certain tasks that require MCA/AMCA access, such as activating an associate.
Our Agents Services Coord (ASC) should be able to send new agent invites and activate new agents....all related agent add/remove functions WITHOUT having access to sensitive CommandMC Compliance (red bubbles) info.
Please understand we simply cannot have our ASC seeing sensitive info in CommandMC. This is simply not acceptable. If KWRI engineering cannot create a new Leadership Role to accommodate this seemingly basic task, then we will continue to be bogged down by this decision. This is not an efficient setup for our Market Center.
Bob Bethke, MCA - KW PARK CITY (MC#586)
An error occurred while saving the comment LABS Team
commented
I have a couple of different virtual assistants out of the US that I'd like to delegate tasks to in Command MC for additional support (similar to how a single agent can have two assistants logging to Command). I'd love for both of them to be able to have their own login to Command MC so I can accurately assign tasks within the team. What I've previously been told is they can't be added because they don't have a social security number. Adding this feature would be a huge help to our MC operations.
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11 votes
An error occurred while saving the comment LABS Team
commented
Would love to have the ability to have command text reminders to us the agents with reminders (Like real Geeks CRM).
Some days are busier than others and it may take a while to open the command CRM, but you can be on the run and receive a text and check it.
An error occurred while saving the comment LABS Team
commented
We would love to see an email notification (aside from in the Command MC Opportunities Page) sent directly to specific compliance officers when a file is submitted for compliance. It would be very cool to ALSO have a pop up notification on their computer screen when Command is open "You have a New Compliance Request". They are finding it cumbersome to keep refreshing the screen all day long. We have 5 or 6 compliance officers but only 2 who need to check the compliance lists all day long. So it would be nice to be able to designate who gets the more direct notifications at what email addresses and be able to adjust this as needed.
LABS Team
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32 votes
An error occurred while saving the comment LABS Team
commented
Instead of getting a fail log because the office phone number or email address is already in use, allow importing contacts to update already existing contacts.
An error occurred while saving the comment LABS Team
commented
Identify Duplicates and give options to add NEW information to the uploads. This should work from both the mobile app and from a csv file we upload on the desktop version.
An error occurred while saving the comment LABS Team
commented
Instead of the contact import failing, I would like to see the contact record appended with the new information. The system should give you to the option of not appending and stopping the import for that contact, overwriting existing data or overwriting just blank fields.
The system should also allow the importing of activities, not just notes ie a call activity with description, etc
All this should be true whether importing via a file or through Zapier
LABS Team
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35 votes
An error occurred while saving the comment LABS Team
commented
We all operate differently, and we all have different information we deem as important. Being able to add custom contact fields is great. It would be more useful if it could be chosen as a merge field.
Ex: When emailing co-op agents, we like to include the address of the closed property. We can create a custom field for this information, but cannot include it in smartplan as a merge field. Therefore, we have to individually email 200 co-op agents each month to ensure the subject has the right property address.
LABS Team
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7 votes
An error occurred while saving the comment LABS Team
commented
While you are setting up smartplans or completing lead gen having a quick link to verify if the phone number you are calling or texting that we can have a quick verification.
LABS Team
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10 votes
An error occurred while saving the comment LABS Team
commented
As an MCTT, about 95% of my agents are very confused between the My Profile and the Marketing Profile since they don't sync up at all. I would love to see for a quick link to your Marketing Profile under when you click on your name in that drop down menu since it is hard to find and hidden in the Connect Settings that make no sense on why that's in that section.
LABS Team
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19 votes
An error occurred while saving the comment LABS Team
commented
Add the same "event" (email, text, call, meeting) to multiple contact cards in timeline. Currently available to add as note only
An error occurred while saving the comment LABS Team
commented
In tasks we used to be able to click "complete all" or select all and add a comment. Could we get those functions back? They were super useful :)
An error occurred while saving the comment LABS Team
commented
Currently in a new MC where CommandMC was not being utilized to it's full potential and now having to go back and start from scratch, it would be nice to have a bulk action delete for CommandMC Tasks to dwindle down on waisted time.
An error occurred while saving the comment LABS Team
commented
It would be beneficial to be able to bulk complete tasks within CommandMC. Especially pertaining to texts as we don't have the text feature available yet.
An error occurred while saving the comment LABS Team
commented
This feature would be huge when needing to create a multitude of the same tasks for multiple contacts. At this time we are only able to select one contact at a time from the tasks page. When selecting multiple contacts on the contacts page, being able to add "bulk tasks" would be huge for lead generation and follow-up along with care call tasks and sphere call tasks.
LABS Team
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Most KW Offices require Hard copy referral agreements so the Managing Broker can sign off on them. Could we get it so we could attach as a PDF a Hard copy agreement to send to the KW agent we send the referral to??