Settings and activity
126 results found
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5 votes
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9 votes
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LABS Team
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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.
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LABS Team
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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.
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LABS Team
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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
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LABS Team
commented
Add the option for an email as a type of interaction under agent activites.
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LABS Team
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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.
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LABS Team
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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.
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31 votes
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LABS Team
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Because people are looking in multiple cities and having the neighborhood feature is less than helpful.
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25 votes
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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.
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LABS Team
commented
Assignees should receive an email and/or Command notification when a new recruit is assigned to them.
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16 votes
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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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7 votes
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LABS Team
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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
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18 votes
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commented
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12 votes
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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.
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LABS Team
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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.
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16 votes
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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
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LABS Team
commented
Bring back the Facebook Pixel & Ads button so it would be easier to access who visits the website
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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.
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Add a date filter so user can select range of date, or specific date in general for activity reports
38 votesAn error occurred while saving the comment
LABS Team
commented
As the PC, I want agents to simplify their tracking methods. I have added all PC agents to the PC team in Command and they are reporting their numbers daily. However, they are unable to see exactly what they've reported in the past. They can see the current week, which I assume is Sunday-Saturday? However that isn't even clearly stated. As the team leader, I can see totals per pre-determined week, however I cannot adjust the reporting period. Now that BOLD is started my agents that are in BOLD need to know their numbers from Tuesday - Monday. This is impossible in the current tracking method on Command. I would love to see some more flexibility for reporting and viewing past activity for all team agents and team leader. I also think that ALL agents, including independent agents, should have access to tracking their activity.
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LABS Team
commented
Could we have a Weekly & Daily Breakdown for the Goal section and Customization to create Meetings/Open House and/or other Categories as we'd like to track participation.
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17 votes
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LABS Team
commented
We would like to be able to sort the column filter to include a smartplan column
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17 votes
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LABS Team
commented
It would be helpful if there was a question in the commission section of Command where agents can refer good agents to the market center for recruiting purposes. A question like "Did you have a good experience with this agent?" Add a place where the KW can add in the non-KW agent's contact information.
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LABS Team
commented
In our market Co-brokers are often paid by the Title company on Receipt of Written Authorization from the Sponsoring Broker - Can Tax ID, Tax ID Type, and Pay To be made Optional?
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9 votes
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LABS Team
commented
Adding feature to add a tag to contact. Numerous choices on how to use this feature. One would be to start new instances of smart plans without having to link smart plan. Another would be for adding tags for contact that attended different events.
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61 votes
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LABS Team
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Is there a way to hook DocuSign to the CommandMC recruiting management tool so we can send recruits to docusign to complete onboarding paperwork, then have the copy of it saved to their profile in the system once they have joined? So, create a tab on their contact where we can click on documents and go to docusign like an opportunity for agents.
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29 votes
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LABS Team
commented
Would like to import/export opportunity checklists to share with other agents/teams.
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30 votes
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LABS Team
commented
If there were a way for our system to do reverse prospecting like our MLS and allow agents targeting a specific listing or with a new listing client to know how many buyers in our office or region are specifically targeting their home and the ability to connect with those agents directly.
It's a very different conversation to tell a seller that 'my office has x# approved buyers looking for a home like yours.' Being able to share listing info with those agents in advance is a competitive advantage for our KW agents.
And at the buyer consultation, I see "y# potential listings coming soon from our office that might be a good fit and sometimes we can arrange to get into the home early or potentially buy it off market."
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40 votes
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LABS Team
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What happened to the KW Connect Training Calendar direct link on home page of my kw.kw.com? Our market center uses KW Connect Training Calendar and it's not easily found. Can the the Connect Training Calendar direct link be placed back on the home page :)
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241 votes
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LABS Team
commented
Make the from email-address on the Monthly Neighborhood nurture something other than "no-reply" Ideally it would be from my personal email address so the likelihood of it being opened is much greater.
A way to search or filter contacts by their "health score"