Settings and activity
136 results found
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9 votes
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LABS Team
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11 votes
An error occurred while saving the comment LABS Team
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The ability to move an opportunity from a personal account to a team account (or vice versa) to avoid having to archive an existing opportunity and recreate it (while also losing all of the historical data.)
LABS Team
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10 votes
An error occurred while saving the comment LABS Team
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I'd like to be able to choose a selection of contacts based on tags and then bulk edit action to add or change lead source to one of the available options. Right now I only see ability to select lead source one contact at a time and this is time consuming when you are running a team database with 5+ agents entering their own contacts.
LABS Team
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18 votes
An error occurred while saving the comment LABS Team
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Team related: I would like to be able to have reminders pop-up for overdue tasks, that way my agents stay on top of their duties.
An error occurred while saving the comment LABS Team
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Tasks - send me an email or text when a task is due.
LABS Team
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37 votes
An error occurred while saving the comment LABS Team
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After files have been submitted to compliance there is no way to remove a mistakenly placed document. Also for some reason the folders tend to flip to the wrong one as you add a document and get placed entirely in the wrong folder. Then you can't remove them if the folder was previously submitted. It would be nice if A. We could still remove them after the folder has been submitted as there are often more docs to be added after submitting the folder and B. Create a button that allows docs to be moved to the correct location/folder if they were mistakenly placed.
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42 votes
An error occurred while saving the comment LABS Team
commented
Have the ability to connect the TCPA Database to Command so that it auto-scrubs your leads for DNC.
LABS Team
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5 votes
An error occurred while saving the comment LABS Team
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Since you cannot bulk complete tasks anymore, when you mark a task complete it takes you to the top of the list again, so you have to scroll down to where you were when you marked off the last task. It should just stay where you marked so you can go onto the next text quickly and easily.
LABS Team
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15 votes
An error occurred while saving the comment LABS Team
commented
While making a smartplan, you can select a design from command to add. Would love to see an import button there as well to pull from your documents on your computer.
An error occurred while saving the comment LABS Team
commented
It would be helpful in smart plans under the email function to add attachments if possible
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
A way to search or filter contacts by their "health score"
LABS Team
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8 votes
An error occurred while saving the comment LABS Team
commented
Please make opportunity checklist items pushing to tasks optional. Such as a button like there is for "hide completed items" that says "generate task" Filtering them out each day (as filters do not save permanently) is tedious and checklist items from transactions closed 3 years ago have now cluttered our task lists.
An error occurred while saving the comment LABS Team
commented
I am personally super disappointed with the layout of the new task screen. Under far right there are three little dots as if it's an afterthought. The only thing we are doing when we go into tasks is "taking action" by using the 3 dots. I suggest the ACTIONS be moved to a priority position on the page. Ability to customize columns would help this a great deal.
An error occurred while saving the comment LABS Team
commented
I like that there are now filters for tasks, but I need to be able to select more than one, and I also need to be able to save filters.
I need to see "past due" and "due today" only, at the same time. I'd also like to be able to save filter presets. So that when I go back to the task page, I don't have to select the filters again. -
24 votes
An error occurred while saving the comment LABS Team
commented
Add the option for an email as a type of interaction under agent activites.
An error occurred while saving the comment LABS Team
commented
When adding activities with our agents there are only 3 interactions to chose from … call, meeting & text. I think an other field should be added b/c some times it's an email that was sent or a note card sent and none of those fit under the call, meeting or text option.
An error occurred while saving the comment LABS Team
commented
During Ignite we must write handwritten notecards for clients and I believe it is just as important to write handwritten notecards for our agents as well.
LABS Team
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31 votes
An error occurred while saving the comment LABS Team
commented
Because people are looking in multiple cities and having the neighborhood feature is less than helpful.
LABS Team
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25 votes
An error occurred while saving the comment LABS Team
commented
We would like to see a notification show up when a task is assigned within CommandMC as part of a SmartPlan or moving a recruit through the pipeline.
An error occurred while saving the comment LABS Team
commented
Assignees should receive an email and/or Command notification when a new recruit is assigned to them.
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15 votes
An error occurred while saving the comment LABS Team
commented
Sometimes we co-list a property and we are not on a team. Would like abiilty to add co-listing agent in Command that is not associated with any team requirements or classifications.
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6 votes
An error occurred while saving the comment LABS Team
commented
I would like to add my client's name in the subject line in my smart plans. Other CMA's I have used have this feature and I feel it does get people to open emails
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
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The pencil on the edit details page in an opportunity is really difficult to see. Making it a bit darker would be very helpful to agents.
LABS Team
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17 votes
An error occurred while saving the comment LABS Team
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LABS Team
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11 votes
An error occurred while saving the comment LABS Team
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The lack of this feature is causing file audit issues in multiple MCs we've spoken to.
Currently single agents working with a TC do not have the ability to add them to their files. Rainmakers usually assign this to another team member or TC so don't want to receive deficiency notices, or do not monitor them.
With the option to add email notifications, file deficiencies can be sent to the appropriate team member, agent or TC directly by the file auditor.
An error occurred while saving the comment LABS Team
commented
Agents should be able to (in their Settings) update who the "Compliance App" e-mails go to when documents are rejected.
Ex. if they have an Admin, the admin can be directly notified that a certain document is missing.
LABS Team
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14 votes
An error occurred while saving the comment LABS Team
commented
there needs to be an option to exclude tags when filtering contacts in command MC with recruits.
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14 votes
An error occurred while saving the comment LABS Team
commented
Bring back the Facebook Pixel & Ads button so it would be easier to access who visits the website
An error occurred while saving the comment LABS Team
commented
If you can connect a Facebook Event Pixel to landing pages/marketing material, you could then re-target those that engage with advertising.
If you could allow HTML access to the landing pages, we could then attach whatever pixel we need.
When you attach a pixel, facebook will take the user that is interacting and moving forward you could create an audience of everyone that had clicked/interacted with your marketing material.
Instead of just targeting a cold audience how lead accelerator is set up now, you could market in a much more efficient manner by re-targeting a warm audience.
This is how you begin to build your brand by constantly connecting with those that engage and staying front of mind.
This is how we evolve with the know/like/trust relationship with prospects online.
If you guys want to hop on a zoom call I can provide a lot of insight into the capabilities and power of facebook advertising.
LABS Team
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I find many agents dont do this or at time of our tech huddle dont have the perfect picture they want in yet althogh they usually send to agent services and we have a google drive for but they never cirlce back and put in their profile. I believe we were able to do this in white pages before the transition.