Settings and activity

34 results found

1. If/Then Functions in SmartPlans

   5 votes

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   in the backlog  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

2. Allow Merge Tags in Email Subject

   4 votes

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   under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

3. Refer a Co-Broker to KW via Opportunities' Co-Broker

   15 votes

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   under review  ·  5 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

4. Manual Unsubscribe Contacts from Twilio Texts

   8 votes

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   under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

5. Integrate Referral Network into Contacts

   30 votes

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   under review  ·  5 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

6. Allow Video Attachments in Twilio Texts

   37 votes

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   under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

7. Track Referrals in Opportunities

   124 votes

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   in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Jul 1, 2024

8. Ability to Pin Note to Top of Notes Tab

   15 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Cassie Scramlin commented  ·  Apr 29, 2024  ·  Edit…  ·  Delete…

   Have the ability to mark a note as important so the note stays at the top of the notes regardless of when it was entered.

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   Cassie Scramlin supported this idea  ·  Apr 29, 2024

9. Show Opportunity Notes in Contact Notes

   13 votes

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   under review  ·  2 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Cassie Scramlin supported this idea  ·  Apr 29, 2024

10. Option to Unsubscribe from One, Many, or All SmartPlans

    12 votes

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    under review  ·  1 comment  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Apr 27, 2024

11. Calendar and Contact Date-Based SmartPlans

    49 votes

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Apr 27, 2024

12. Allow Team Admins to View All Opportunities

    33 votes

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    tell us more  ·  6 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Apr 27, 2024

13. Assign SmartPlan Task Steps to Specific Team Member

    15 votes

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    under review  ·  9 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Apr 27, 2024

14. Opportunity-Based Trigger Tags for SmartPlans

    5 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Cassie Scramlin supported this idea  ·  Apr 27, 2024