Settings and activity
19 results found
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9 votes
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Evan O'Brien
supported this idea
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15 votes
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Evan O'Brien
commented
It seems that the Zapier integration is completely broken for me now. Hopefully KW recognizes the importance of this and fixes it soon!
Evan O'Brien
supported this idea
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8 votes
An error occurred while saving the comment
Evan O'Brien
commented
It seems that the Zapier integration is completely broken for me now. Hopefully KW recognizes the importance of this and fixes it soon!
Evan O'Brien
supported this idea
·
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5 votes
An error occurred while saving the comment
Evan O'Brien
commented
It seems that the Zapier integration is completely broken for me now. Hopefully KW recognizes the importance of this and fixes it soon!
Evan O'Brien
supported this idea
·
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20 votes
An error occurred while saving the comment
Evan O'Brien
commented
Provide agents with the opportunity to duplicate an opportunity. Data that should be copied when an opportunity is duplicated would include your client's information, tasks, client reminders, tags, and opportunity type. When an opportunity is selected for duplication, it should still open the "Create Opportunity" popup but it should be prefilled with the ability to edit any copied information. Additionally, a note should be created that links to the previous opportunity.
I see this as being beneficial for two big reasons:
1. Working with repeat clients - If an agent works with a client again, they should be able to duplicate the original opportunity instead of making one from scratch.2. Replicating a process - This would encourage agents to create a system and stick to it with minimal effort. An alternative option would be to allow for Opportunity Templates that have pre-set tasks based on the Opportunity Type.
Evan O'Brien
supported this idea
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29 votes
Evan O'Brien
supported this idea
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6 votes
Evan O'Brien
supported this idea
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19 votes
Evan O'Brien
supported this idea
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21 votes
Evan O'Brien
supported this idea
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32 votes
Evan O'Brien
supported this idea
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31 votes
Evan O'Brien
supported this idea
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4 votes
Evan O'Brien
supported this idea
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6 votes
Evan O'Brien
shared this idea
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5 votes
Evan O'Brien
shared this idea
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21 votes
An error occurred while saving the comment
Evan O'Brien
commented
This is a critical function for teams adopting Command, some of our agents have thousands of contacts and want to use these Smartplans but don't have the time to go through each individual contact doing the same basic motions.
Evan O'Brien
supported this idea
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186 votes
Evan O'Brien
supported this idea
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168 votes
Evan O'Brien
supported this idea
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38 votes
Evan O'Brien
supported this idea
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36 votes
Evan O'Brien
supported this idea
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It seems that the Zapier integration is completely broken for me now. Hopefully KW recognizes the importance of this and fixes it soon!