Settings and activity

88 results found

1. Add security level to agents commissions in a team

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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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2. 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

3. Expand Email Step Editor

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

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

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   under review  ·  18 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Gilles Plourde supported this idea  ·  Oct 30, 2024

8. Date-Based Smartplans

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   in the backlog  ·  42 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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9. Add Merge Fields for Agent Information

   32 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

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

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

11. Send from @kw.com Email Address

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    in the backlog  ·  26 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 30, 2024

12. 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

13. In filters, date created = .

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

14. 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

15. 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

16. 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

17. 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

18. Add KWCARES widget to WEBSITES

    36 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

19. MC Exclusive Listings Widget on Dashboard

    169 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

20. Recurring Event Button for Regular Meetings

    26 votes

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    tell us more  ·  0 comments  ·  Connect » Events  ·  Delete…  ·  Admin →
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    Gilles Plourde supported this idea  ·  Oct 4, 2024