Settings and activity

88 results found

1. Integrate Referral Network into Contacts

   30 votes

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   under review  ·  5 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

2. Update contingency fields

   20 votes

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   under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

3. Timeline Tab for Listings

   27 votes

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   under review  ·  14 comments  ·  Command » Listings  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

4. HTML Builder and Iframe

   22 votes

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   under review  ·  2 comments  ·  Command » Websites  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

5. Partial Word Search in Tag Search Bar

   27 votes

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   working on it  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

6. Google Calendar Integration with Tasks

   111 votes

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   in the backlog  ·  17 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

7. Campaign Template for Open House

   26 votes

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   under review  ·  2 comments  ·  Command » Campaigns  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

8. Search Contacts via Map View from Center Point (Farming)

   69 votes

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   under review  ·  12 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

9. Referral Opportunity Type

   104 votes

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   in the backlog  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Dec 19, 2024

10. Transactions coordinator role to have access to solo agent account transactions

    81 votes

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    under review  ·  13 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 19, 2024

11. Show Separate Referral Amounts for Agents on DA

    19 votes

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    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 19, 2024

12. Custom Dates on Opportunties

    14 votes

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    under review  ·  3 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 19, 2024

13. MC Training Calendar

    35 votes

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    working on it  ·  6 comments  ·  Connect » Events  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 19, 2024

14. Default signature needed in email from contact module

    8 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 9, 2024

15. Print Binding Sponsorship Agreement after Onboarding

    39 votes

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    tell us more  ·  4 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 9, 2024
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    Gilles Plourde commented  ·  Dec 5, 2024  ·  Edit…  ·  Delete…

    If the agent lost or originally forgot to Download the agreement, there is way to currently obtain a copy.

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    An error occurred while saving the comment
    Gilles Plourde commented  ·  Dec 5, 2024  ·  Edit…  ·  Delete…

    If the agent lost or originally forgot to Download the agreement, there is way to currently obtain a copy.

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16. Add a filter to list Opportunities of Assigned agents that left a team

    9 votes

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    under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Gilles Plourde shared this idea  ·  Dec 5, 2024

17. 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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    Gilles Plourde supported this idea  ·  Dec 5, 2024

18. Allow Guest Users for Individual Agents

    270 votes

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    under review  ·  50 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 5, 2024

19. Track Referrals in Opportunities

    124 votes

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    in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Dec 5, 2024

20. Add security level to agents commissions in a team

    7 votes

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    under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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    Gilles Plourde shared this idea  ·  Nov 19, 2024
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    Gilles Plourde commented  ·  Nov 19, 2024  ·  Edit…  ·  Delete…

    When creating and submitting a transaction from an agent Opportunity within a team, make sure the commission amounts after the split are only visible to the connected agent, keeping the commission values of other agents confidential. Usually, in large teams, the team admins will be responsible to create that Opportunity and enter all of the commission details so that agents don't know about the splits.

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