Settings and activity
206 results found
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11 votes
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14 votes
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LABS Team
commented
With Command being the dashboard of our business, I'd like to see it actually be a 1-stop digital overview of my business. Added functionality could be: calendar integration to Command, ability to take notes that are not associated with a specific client. Would love for it to evolve to a digital planner enabling me to "see" my business in a planner format. Bonus if we could add planner pages for 411, fundamental business models. Maybe turn the BOLD planner into a digital format.
An error occurred while saving the comment LABS Team
commented
Is it possible to incorporate a Google calendar for teams to all access all thru Command?
LABS Team
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3 votes
An error occurred while saving the comment LABS Team
commented
Somehow over 5,000 of my contacts were archived. I'm not sure how it happened.
But I have to go through in groups of 50 to reactivate them.
I would like to suggest the ability to mass-update them so they can be mass reactivated.
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2 votes
An error occurred while saving the comment LABS Team
commented
When adding a note to your contact, the "Last Contacted" section should automatically update to reflect that you created a note / contacted the client. Please connect "notes" to "Last contacted"
LABS Team
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3 votes
An error occurred while saving the comment LABS Team
commented
Right now you can use advanced filters for creating a Smart view but the only option when adding additional filtering criteria is "and" -- we should be able to select or choose an "or" option as well or "and/or" in order to insure the Smart Views reveal what is needed.
LABS Team
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68 votes
An error occurred while saving the comment LABS Team
commented
A required section asking if someone is working with an agent, and if yes, what their full name is, if no, how soon would they like to buy, would be great. The "Leave a Note" field on the old landing pages allowed for this but not all visitors followed instructions.
An error occurred while saving the comment LABS Team
commented
Hello! I love the Lead Alert feature for Agent Sites. But would it be possible if the lead forms can come in with specific properties that the leads are asking about? In other words, can the lead capture form have more information when agents and market centers receive new site leads.
An error occurred while saving the comment LABS Team
commented
As an agent, in order to capture the Open House visitors properly - provided through kw.com site-, in addition to Name, Cellphone, and Email, we need to have more fields:
1. How soon do you want to move? (drop down option answer, next 1 - 3 months, 3 - 6 months, 6+ month)
2. In the scale 1 - 10, how do you like this property? 1 not interested at all, 10 you love it.
3. Who is your Realtor®?This way, the agent will be able to follow up accordingly. If they are not with a realtor, the agent can make them as a new prospect buyer.
Thank you!
August
An error occurred while saving the comment LABS Team
commented
It would be wonderful to have a feedback form with options for price, features, location, condition ect
An error occurred while saving the comment LABS Team
commented
Agents all collect info from buyer's to begin the search for a home. This would allow agents to run a survey from command with a custom landing page.
If you offered widgets similar to those in Chimp Monkey's survey builder, it would be simple to build a custom landing page survey.
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17 votes
An error occurred while saving the comment LABS Team
commented
I spent most of my day trying to add over 2000 contacts to a smart plan. It only allowed me to do 500 at a time. I had to click and select 20 at a time up to 500. Then going from 500-1000 I had to start clicking over at the start or 0-20. I had to repeat this going all the way up to 7000 plus contacts. There should be a bulk update on this and it should have been done immediately. After adding all the contacts I had about 2000 emails that were able to do a smart plan. Now I have to open each contact and add the suggested neighborhoods in addition to the primary. I have to do this for each 2000-plus contact again taking days. I should be able to do a bulk add to all these add neighborhoods. I appreciate you allowing me to suggest ideas. Thank you!
An error occurred while saving the comment LABS Team
commented
In summary, we need bulk add multiple neighborhoods for multiple contacts in Command.
My out of state investors need to be able to see local neighborhoods where they are looking to buy (don't live) and that I want to selectively target for them. And in cities I'm targeting there are dozens if not hundreds of good neighborhoods I want to send them.I want to send setup neighborhood nurture drip campaigns in the same multiple neighborhoods for my leads/clients. Currently however I need to individually select neighborhoods for each lead/client, which is impossible, it would take too long. Please add a new feature: bulk add multiple neighborhoods from multiple cities (I could cut and paste a select list maybe) for multiple contacts in Command. Thank you!!
An error occurred while saving the comment LABS Team
commented
Creating a smart plan for folks met at an event that will receive the same smartplan.... so time consuming going 1 by 1!!
An error occurred while saving the comment LABS Team
commented
I would like to be able to bulk select contacts and add a neighborhood to all of them. This would be great for FB leads
LABS Team
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15 votes
An error occurred while saving the comment LABS Team
commented
Assigning tasks in smart plans is arbitrarily confusing (only options are "rainmaker" and "contact assignee"). Why not just have roles like "Agent" or "TC", or at least a drop down of team member names?
An error occurred while saving the comment LABS Team
commented
Currently you choose which Rainmaker is the default for emails and texts. There are times where 1 Rainmaker would be who you want the email/text to come from, and other times the other Rainmaker. Can you make it sow we can choose per SmartPlan who the default Rainmaker will be?
An error occurred while saving the comment LABS Team
commented
As a rainmaker, I can't do all my tasks. It would be nice to assign certain tasks on the smartplan to my admin automatically.
LABS Team
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10 votes
An error occurred while saving the comment LABS Team
commented
When attempting to create mailing labels you cannot select more than 500 contacts at a time. For a team with over 4.5K+ contacts (selected by tags), it forces them to have to download 9-10 separate csv files and then combine those files into one complete file in order to sort and remove duplicate data caused by the relationship field functionality.
If the related contacts have different last names that find them in a different 500 limit download, each contact is combined via the relationship field onto one row of data on the separate 500 limit list resulting in duplicate records when all data is combined manually via csv files. The team then has to sort the data by address and painstakingly go through each line to delete duplicates.
An error occurred while saving the comment LABS Team
commented
The existing process of adding contact to the recipient list requires load more than scroll to the top and select more. If that box was down by the load more it would be far more efficient - saving time.
An error occurred while saving the comment LABS Team
commented
The most basic function of a CRM is to be able to email your entire contact list for the most basic emails (holidays for example). When I create a list and check off the box "select all" it only checks off the current list of 100 contacts. Select all should include every contact on the list, not just truncate it to the current viewed.
LABS Team
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27 votes
An error occurred while saving the comment LABS Team
commented
Understanding the reason for the listing rejection would expedite the approval process. I suggest configuring the listing timeline to say the reason of the rejection. This way we MCA would know which information he needs to check.
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10 votes
An error occurred while saving the comment LABS Team
commented
When a Mega agent leaves a MC, they need to be able to export multiple opportunities at one time, not thousands one at a time.
An error occurred while saving the comment LABS Team
commented
I would like to run a report of all opportunities from a specific date range in the all opportunities section of command. Since it is a year outside of this year currently there is no way that I could find or the help desk. It would help with goal planning, follow-up plans etc. It would also be nice to be able to export it to another spread sheet to enable expanding the columns to read all info.
An error occurred while saving the comment LABS Team
commented
Having the ability to export or print the opportunity pipeline within each phase of the opportunities. This would be extremely helpful for team meetings and in our PC program.
An error occurred while saving the comment LABS Team
commented
It would be great if there was a way to export all opportunities into an excel spreadsheet. That way, we can review all opportunities with each team member each week instead of having to jump from one stage to another to see them all.
It would be nice to have the option to download the comparison of offers into an Excel sheet. That way we can edit or add fields and sort offers and arrange the columns as need to best aid our clients.
Being able to modify the various section/rows and the ability to add new/custom data entry for side-by-side comparison would be helpful when presenting this information to clients. Being Able to Export to Excel would be helpful as well.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
We really need to be able to have images in Smartplan email
An error occurred while saving the comment LABS Team
commented
As a Team Leader, I would like to create an email temaplate and add a smartplan to send to my recuits that includes graphics. This will add some excitement to the email vs. just a simple email
An error occurred while saving the comment LABS Team
commented
We would like the ability to have access to Command designs inside Command MC. We are trying to develop an email campaigns that includes more than just a "simple" email. In Command, you can add an email template from designs.
LABS Team
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9 votes
An error occurred while saving the comment LABS Team
commented
Implementing a feature to track and display the last active timestamp of agents on their CRM would significantly enhance our ability to hold them accountable for their productivity. This transparency not only fosters a culture of responsibility but also allows leadership to objectively assess and reward diligent efforts. Knowing when agents were last active on the CRM empowers us to recognize and address potential gaps in their engagement, leading to improved efficiency and overall team performance. It's a crucial step toward creating a more accountable and results-driven work environment.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
KW campaigns are incredibly powerful and can be so successful even if they are not for generating leads. We generate a massive amount of exposure for our agents and for the homes we are selling. It's nice that we can see the number of views and how many click on our ads, but we really need to be able to easily share this information with our clients.
When I told my clients last week that in only a few day I got over 10,000 views of the ad for their home and 425 people had actually clicked the ad to go right through to the listing page they were blown away. They could SEE that I was doing a great job. We have this information but we really need to make a report available where we can send this to our clients to show them how amazing KW agents are, and that we have the most powerful tools available for their benefit right at our fingertips.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
When adding a smartplan such as Quarterly Call Plan to a recruit, it would be great if those tasks would automatically get assigned to the assignee. QCP does not allow you to assign the call step to anyone.
An error occurred while saving the comment LABS Team
commented
Currently our MC has over 9k tasks which came from the recruiting pipeline and have not been completed because nobody is getting notifications that the task has been added to the list. When we move an agent to a new phase of the pipeline we should get a pop out menu on the screen prompting us to assign the tasks in that phase a due date and assign them to a specific MC staff member.
An error occurred while saving the comment LABS Team
commented
Ability to keep the assignee in the stage check list. Right now when you move an agent from a phase and there is a checklist then you still have to go back in the check list as assign someone their task per the check lsit. Becomes time consuming especially if you have a long onboarding checklist.
An error occurred while saving the comment LABS Team
commented
We're trying to use the recruiting pipeline tool for onboarding by creating a stage called onboarding and then creating a checklist to use everytime. The problem is that we have tasks going to 4 different people, and the checklist creation tool doesn't allow delegation. The only way to delegate would be to manually delegate each and every time a recruit enters that stage and the checklist gets triggered -- and that kind of defeats the whole purpose. This would be an easy way to get some tech leverage for offices...
An error occurred while saving the comment LABS Team
commented
In our pipeline, we have many tasks in the different stages which are all assigned to different people in the market centre. It would save so much time to have the tasks already assigned so when you move someone in that new stage and into that task list, that the assignees already get their tasks and you don't have to go enter everything manually each time there's a new recruit moving through the pipeline stages.
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
It would be nice to be able to see how many opportunites are submitted so we can even check on previous months or years, for example
An error occurred while saving the comment LABS Team
commented
Agents need the ability to get a list of Opportunities that are still considered as incomplete (missing a Required doc, returned doc, etc.). If we could set all new submitted Opportunity as "Incomplete" for as long as the CT marks the file as "Complete". A new filter option "Incomplete" on the agent side could be used to list all "Incomplete" Opportunities. As a bonus, maybe a message indicating the reason(s) why it is considered incomplete.
An error occurred while saving the comment LABS Team
commented
Compliance status is something that only lives in the individual Opportunity or in messages. Agents need to be able to filter or search by compliance status. Like filter all Opportunities in "returned" status. That way they know what files are behind.
An error occurred while saving the comment LABS Team
commented
add lost opportunity to filter search in all opportunities to be able to find just the opportunities that are lost
LABS Team
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17 votes
An error occurred while saving the comment LABS Team
commented
When I am in Tasks and completing a task, I would like the choice to schedule a new task for that contact when I save the task. That way I won't have to then navigate over to the contact in order to schedule the next task (too easy to get distracted and forget). Also, when I am in the Contact record and either recording an activity or finishing a task in the contact's Timeline, I would like the choice for a task window to pop up when I save the activity, so I can schedule my next task right then.
An error occurred while saving the comment LABS Team
commented
When in the task section of Command, would be awesome if we could have a "follow up" button that allows you to create a follow up task immediately. As of right now if you mark a task as complete it DISAPPEARS and then it's a huge hassle to try and find that person in Command to set a new call task to remind them.
Right now you can reschedule or mark complete. We need a mark complete, then a box populate asking if you'd like to make a follow up task, then it can disappear.
Thanks!
An error occurred while saving the comment LABS Team
commented
I find when i book a task for a client and then complete it by clicking on the 'i've done it' checkmark, it erases the person from my task list. I then have to search the person to input a follow up appointment. i.e. i've called them and now i want to book another all or an in person meeting. Am I missing something or can the program automatically pop up a window that encourages me to book another follow up.
An error occurred while saving the comment LABS Team
commented
Give the ability to make a task populate based on the completion of another task. For example - When the task "Make Listing Live on MLS" is completed, all of the listing marketing tasks would populate.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
can we send neighborhood updates via link through a cell number to people we don't have email addresses for?
An error occurred while saving the comment LABS Team
commented
We all seem to agree that email is 'not as effective' as text messages when communicating with our clients, or prospective clients. We need to be able to TEXT, both manually and automatically, properties to our buyer clients that hit the market, just like emails. When will this functionality be available? And yes, I know they can do their own in the KW app, but I'm referring to the ability for a SAVED SEARCH to shoot out a text and/or an email, not just email. I've had clients tell me the PREFER TEXT to email because they won't see emails as quickly, and possibly miss their dream home as a result.
LABS Team
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3 votes
An error occurred while saving the comment LABS Team
commented
When creating a Task in a Smart Plan, I need 1 more {f.} option besides contact's first name, last name, email, phone, birthday & home anniversary. (I need their address to appear in the Task Description when I see my tasks for the day on my Command Home Page.)
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
Would be nice to have a way for clients to refer people via the app or web page that would automatically input the information into the database as a referral from said client.
LABS Team
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It's easier for us to get the information of the task. We don't need to check tasks one by one just to get the information inside it.