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Settings and activity

24 results found

  1. Sort SmartViews in Order

    1 vote

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris shared this idea  · 

  2. use any carrier to make call, open phone, google voice, anything

    3 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  3. Ability to add custom types of outcomes for call activites instead of ''we talked'' only

    4 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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  4. Ability to have a further drop down in "New Activity" for Calls, For Attempted Contact, No answer, Voicemail, etc...

    4 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Chuck Morris commented  · 

    The original Labs version of a call as a New Activity looked very much like the request being made. We need to be able to say if call was answered, no answer or if a voice message was left.

    Chuck Morris supported this idea  · 

  5. Bulk Tag All Contacts (Not Just Contacts on Current Page)

    14 votes

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    under review  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  6. phone numbers. Make it possible to post the same number on multiple contracts as that is a reality

    4 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  7. Edit a past Activity

    9 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  8. Upload Documents into Contacts

    6 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  9. attach notes

    6 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris shared this idea  · 

  10. Edit the 'Notes' Associated with an Activity

    14 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  11. Allow Formatting in Notes (Bullets, Space Breaks, etc.)

    25 votes

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    under review  ·  10 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  12. Add Contact to Email List

    12 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Chuck Morris shared this idea  · 

  13. Check Contact Phone Numbers against Do Not Call List

    33 votes

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    under review  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  14. email lists

    13 votes

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    under review  ·  0 comments  ·  Command » Campaigns  ·  Admin →
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    Chuck Morris shared this idea  · 

  15. Sort Mailing Labels Alphabetically

    22 votes

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    in the backlog  ·  5 comments  ·  Command » Contacts  ·  Admin →
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    Chuck Morris supported this idea  · 

  16. Auto-Populate Tax Data to DocuSign Rooms

    4 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Admin →
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    Chuck Morris supported this idea  · 

  17. Do Not Require Commission Rate at Opportunity Creation

    6 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Chuck Morris supported this idea  · 

  18. 2+ Buyers/Sellers in DocuSign

    11 votes

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    1 comment  ·  Command » Opportunities  ·  Admin →
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    Chuck Morris supported this idea  · 

  19. Add "Add Document" Button to Bottom of Documents Checklist

    4 votes

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    under review  ·  0 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Chuck Morris supported this idea  · 

  20. Auto-Calculate Referrals Split Between Agents on Commission

    9 votes

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    1 comment  ·  Command » Opportunities  ·  Admin →
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    Chuck Morris supported this idea  · 
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