Settings and activity

13 results found

1. Create Custom Key Date Fields

   32 votes

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   under review  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Feb 4, 2025

2. Date-Based Smartplans

   168 votes

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   in the backlog  ·  55 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Feb 4, 2025

3. Allow Minute/Hour Delays between SmartPlan Steps

   10 votes

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   under review  ·  2 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Jan 29, 2025

4. Edit Home Anniversary and Birthday SmartPlan Steps

   16 votes

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   under review  ·  1 comment  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Jan 29, 2025

5. Edit an active smartplan

   7 votes

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   under review  ·  0 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Jan 29, 2025

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

   72 votes

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   under review  ·  22 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Jan 29, 2025

7. Bulk Assign Opportunities

   12 votes

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   0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   tell us more  ·  AdminAriel Kimmel (Director of Labs, Keller Williams Realty) responded
   Tiffani Robin supported this idea  ·  Jul 3, 2024

8. Bulk Add/Remove Collaborators and Assignees

   20 votes

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   under review  ·  4 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Tiffani Robin supported this idea  ·  Jul 3, 2024

9. Allow Team Members to Edit Team Designs

   9 votes

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   3 comments  ·  Command » Designs  ·  Delete…  ·  Admin →
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   tell us more  ·  AdminAriel Kimmel (Director of Labs, Keller Williams Realty) responded
   Tiffani Robin supported this idea  ·  Jul 3, 2024

10. Make Moving Contacts between Team/Personal Accounts Easier

    9 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Delete…  ·  Admin →
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    Tiffani Robin supported this idea  ·  Jul 3, 2024

11. Command Calendar (Synced to External Calendars)

    23 votes

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    under review  ·  5 comments  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Tiffani Robin supported this idea  ·  Jul 3, 2024

12. Allow Team Admins to View All Opportunities

    36 votes

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    tell us more  ·  6 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Tiffani Robin supported this idea  ·  Jul 3, 2024

13. Option to Unsubscribe from One, Many, or All SmartPlans

    13 votes

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    under review  ·  2 comments  ·  Command » Messaging and Notifications  ·  Delete…  ·  Admin →
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    Tiffani Robin supported this idea  ·  Jul 3, 2024