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36 results found

  1. flow chart if/then smartplans automation

    10 votes

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    in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  2. support button

    1 vote

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Cassie Scramlin shared this idea  · 

  3. Add multiple relationships

    3 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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  4. Add more than 3 relationships on a contact

    5 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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  5. Allow Spouse Contacts to Share Email

    5 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  6. Check Contact Phone Numbers against Do Not Call List

    35 votes

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    under review  ·  8 comments  ·  Command » Contacts  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  7. See if contact is opening email from the Contact Page

    11 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Cassie Scramlin supported this idea  · 

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

    28 votes

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    under review  ·  10 comments  ·  Command » Contacts  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  9. mark several tasks completed

    3 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
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    Cassie Scramlin shared this idea  · 

  10. "Select All" for Tasks

    7 votes

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    under review  ·  1 comment  ·  Command » Tasks  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  11. smartplan when task complete immediately fire next task

    8 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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  12. duplicate team tags in agent tags

    3 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Cassie Scramlin shared this idea  · 

  13. Tags

    4 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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  14. Send from @kw.com Email Address

    187 votes

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    in the backlog  ·  26 comments  ·  Command » SmartPlans  ·  Admin →
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    Cassie Scramlin supported this idea  · 

  15. Allow for More Than 4 Addresses

    4 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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  16. Allow Guest Users for Individual Agents

    277 votes

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    in the backlog  ·  55 comments  ·  Command » Settings  ·  Admin →
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  17. Notify Agent When Missing Required Documents (before Closing Date)

    8 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Admin →
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  18. Auto-Calculate Referrals Split Between Agents on Commission

    9 votes

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    1 comment  ·  Command » Opportunities  ·  Admin →
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  19. Switch Opportunities from Team to Team, Personal, etc.

    9 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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  20. Notification for Multiple Opportunities Created for One Contact

    3 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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