Settings and activity

89 results found

1. Filtering Opportunities By Tags Effectively

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   under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Nov 10, 2024

2. Advanced Filters in All Opportunities

   3 votes

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   tell us more  ·  4 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Gilles Plourde commented  ·  Oct 30, 2024  ·  Edit…  ·  Delete…

   The Advanced filters should offer Date Created / Date Edited as well as other key dates of Opportunities such as Appointment dates, Contract date... And the ability to create SmartViews

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   Gilles Plourde supported this idea  ·  Oct 30, 2024

3. Expand Email Step Editor

   6 votes

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   in the backlog  ·  3 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

4. Allow Option for SmartPlan Steps to Skip Weekends

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   in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

5. Add SmartPlan Steps: Add Tags, Remove Tags

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   in the backlog  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

6. flow chart if/then smartplans automation

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   in the backlog  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

7. Birthday smartplan

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   under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

8. allow custom smart plan to use birthday information from a Contact’s details

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

9. Date Based Smartplans

   42 votes

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   in the backlog  ·  12 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024
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   Gilles Plourde commented  ·  Oct 30, 2024  ·  Edit…  ·  Delete…

   Being able to send an email, text or assign a task on a specific date, including from a user custom date field.

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10. Add Merge Fields for Agent Information

    31 votes

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    in the backlog  ·  15 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

11. Allowing team members to view the Keller Williams Library when in Smart Plans

    27 votes

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    under review  ·  2 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

12. Send from @kw.com Email Address

    149 votes

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    in the backlog  ·  22 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

13. Include And/Or in Advanced Filters

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

14. In filters, date created = .

    2 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

15. Make Filters Sticky in Listings

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    under review  ·  0 comments  ·  Command » Listings  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

16. Sticky Filters in Tasks after Opening/Editing Task

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    under review  ·  0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

17. Bulk Add/Remove Lead Source(s)

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

18. Filter by Contact Lead Source(s)

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    under review  ·  3 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Gilles Plourde commented  ·  Oct 30, 2024  ·  Edit…  ·  Delete…

    In "Customize Columns" in Contacts, be able to see and select Lead Source as an available column and be able to sort the column once added. Thank you

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    Gilles Plourde supported this idea  ·  Oct 30, 2024

19. Add KWCARES widget to WEBSITES

    34 votes

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    under review  ·  0 comments  ·  Consumer App and Websites » Agent Sites  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 7, 2024

20. MC Exclusive Listings Widget on Dashboard

    159 votes

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    under review  ·  47 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 7, 2024