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1. Custom Merge Tags for SmartPlans

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   under review  ·  8 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Jeanne Howe commented  ·  Sep 29, 2025  ·  Edit…  ·  Delete…

   Merge Tags for Key Dates should be made available in Smart Plans! With this tool, agents can send automated client update smartplans to their clients. If the Key Dates are entered correctly, using merge tags for "Close Date," "Due Diligence Dates," "Deposit Due," etc in emails and/or texts.

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   Jeanne Howe supported this idea  ·  Sep 29, 2025

2. Add Stage and Checklist Templates Library for Opportunities

   27 votes

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   under review  ·  4 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Jeanne Howe supported this idea  ·  Jan 24, 2025