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87 results found

  1. Sort by Production YTD in Associates

    6 votes

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    under review  ·  1 comment  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  2. Recurring Event Button for Regular Meetings

    27 votes

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    tell us more  ·  0 comments  ·  Connect » Events  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  3. Upload Files into Associate Records

    70 votes

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    under review  ·  15 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  4. Timeline in Chronological Order

    4 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  5. Display Agent Site URL in Associate Record

    24 votes

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    under review  ·  3 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  6. Optimize KW Invitation for Mobile

    14 votes

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    under review  ·  4 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  7. Transfer Recruit to Another MC

    7 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  8. Delete Recruit Tags Created by Prior Leadership

    56 votes

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    under review  ·  6 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  9. Target Date for Associate SmartPlans: License Expiration Date

    12 votes

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    under review  ·  2 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  10. unsubscribe

    6 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  11. Email Designs in CommandMC

    27 votes

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    under review  ·  8 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  12. Co-Op Smart Plan

    8 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  13. Send Mass Texts to Associates

    148 votes

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    under review  ·  23 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  14. Allow Any Name in Referral Field

    2 votes

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    under review  ·  2 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli commented  · 

    With this, it would also be a great idea, if we are designating a referrer who is not a KW member, to have the ability to add contact information for that individual to avoid confusion with someone else who shares the same name, and also to know who to reach out to to thank for the referral and update them on the progression through the recruit pipeline.

    If the recruit was referred by a former KW agent, this would also help us by triggering a win-back conversation with that agent.

    Kulani Paikuli supported this idea  · 

  15. 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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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  16. Custom Permissions for CommandMC

    12 votes

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    1 comment  ·  CommandMC » Transactions  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  17. Include Editor in Timeline Activity

    14 votes

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  18. Custom Recruit/Associate Activity Types

    22 votes

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    under review  ·  9 comments  ·  CommandMC » Associates  ·  Admin →
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    Kulani Paikuli supported this idea  · 

  19. Change Production Status (R1/R2) in Associates

    3 votes

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 

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

    15 votes

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    under review  ·  5 comments  ·  CommandMC » Recruits  ·  Admin →
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    Kulani Paikuli supported this idea  · 
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