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22 results found

  1. Exclude Heatseeker Leads from "Leads Last 7 Days - Not Contacted" SmartViews

    3 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods commented  · 

    This gets in the way of actual new inbound leads when using a different system to reach recruits who may hit heatseeker in command. Maybe just a toggle on or off.

    We are also finding many of these to be as much as 6 months behind. We see them way later than in Courted, and often times they have already moved.

    Shane Woods supported this idea  · 

  2. Would be GREAT if instead of just "complete task" there was an option to "complete" OR "Complete and set new task"

    11 votes

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    under review  ·  2 comments  ·  Command » Tasks  ·  Admin →
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    Shane Woods commented  · 

    I was looking to see if this has already been suggested!
    I'm seeing in several other CRM's now when you complete a task they give an option to complete the task and set another one. Saves 5-10 clicks on every task. Please do this!

    Shane Woods supported this idea  · 

  3. Update Neighborhood Boundaries

    128 votes

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    under review  ·  41 comments  ·  Command » Contacts  ·  Admin →
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    Shane Woods supported this idea  · 

  4. Advanced Filtering for Recruits

    16 votes

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    under review  ·  3 comments  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods shared this idea  · 

  5. Transaction Coordinator Role in Command MC

    143 votes

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    under review  ·  15 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Shane Woods supported this idea  · 

  6. Bulk Action: Remove from Pipeline

    2 votes

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    0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 

  7. Bulk Remove Tags

    17 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 

  8. Onboarding Invitation Email and Documents Personalization per Market Center

    61 votes

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    under review  ·  6 comments  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 

  9. Be able to filter production by agent status.

    2 votes

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    0 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Shane Woods supported this idea  · 

  10. Filtering Opportunities By Tags Effectively

    14 votes

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    under review  ·  2 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Shane Woods supported this idea  · 

  11. Add a date filter so user can select range of date, or specific date in general for activity reports

    38 votes

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    under review  ·  4 comments  ·  Command » Reports  ·  Admin →
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    Shane Woods supported this idea  · 

  12. Target Date for Associate SmartPlans: License Expiration Date

    12 votes

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    2 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Shane Woods supported this idea  · 

  13. Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)

    6 votes

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    0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 

  14. Delete CommandMC Lead Sources

    10 votes

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    2 comments  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 
    Shane Woods shared this idea  · 

  15. Add Brokerage Transferred To Field When Removing Associate; Provide Reporting

    7 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Shane Woods supported this idea  · 

  16. Appointments Show in Timeline

    18 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Shane Woods supported this idea  · 

  17. Allow Become User for Command Users

    20 votes

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    0 comments  ·  CommandMC » Associates  ·  Admin →
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    Shane Woods supported this idea  · 

  18. Include Editor in Timeline Card for Added Note/Activity in Associates

    27 votes

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    under review  ·  6 comments  ·  CommandMC » Associates  ·  Admin →
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    Shane Woods supported this idea  · 

  19. Allow Clickable Links in Task Description

    7 votes

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    under review  ·  0 comments  ·  CommandMC » MC Tasks  ·  Admin →
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    Shane Woods supported this idea  · 

  20. Delete all tasks linked to archived contacts

    4 votes

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    0 comments  ·  CommandMC » MC Tasks  ·  Admin →
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    Shane Woods supported this idea  · 
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