Settings and activity
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12 votes
Madison Parker
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17 votesMadison Parker
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15 votesMadison Parker
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166 votesMadison Parker
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18 votesMadison Parker
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3 votesMadison Parker
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4 votesMadison Parker
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33 votesMadison Parker
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4 votesMadison Parker
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5 votesMadison Parker
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3 votesMadison Parker
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25 votesMadison Parker
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4 votes
An error occurred while saving the comment Madison Parker
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1 voteMadison Parker
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2 votesMadison Parker
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5 votesMadison Parker
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3 votesMadison Parker
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6 votes
An error occurred while saving the comment Madison Parker
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I came here to add this to ideas so I'm glad I saw this before adding another. For me, I typically edit the tags associated with a recruit before I Archive or Fall Out them. Having to go into the card to edit the tags, then exit the card and scroll to find them again when doing a mass cleanout is very frustrating.
Madison Parker
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4 votesMadison Parker
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7 votesMadison Parker
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To address this, I’ve created a workaround that might also inspire a future enhancement. For my DTD2 SmartPlan, I only add myself as the contact, ensuring the plan runs smoothly since all tasks are manual. The SmartPlan spans all 52 weeks of the DTD2 system and generates weekly tasks to call, text, send a social message, and mail a notecard to the respective letters for that week.
When it’s time to complete these tasks, I filter my contacts by the DTD2 tags I've created and assigned to the respective contacts to make it easy to identify who I need to call. For the other tasks, I use the search-by-last-name feature to locate contacts for texting, sending social messages, and mailing notecards. While this system works, setting it up is time-consuming and may be confusing for some users.
If SmartPlans had a date-specific feature, it could add more flexibility to SmartPlan creation by allowing individual contacts to be assigned to the plan without the hassle of determining the correct start date. This improvement would not only streamline the process but also make implementing the DTD2 system significantly easier for agents, ensuring no one falls through the cracks.
Making DTD2 functionality a default feature could further benefit users by providing a strong business foundation and simplifying engagement with their database.