Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

3 results found

  1. Edit Home Anniversary and Birthday SmartPlan Steps

    14 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Megan Jackson supported this idea  · 

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

    67 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  22 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Megan Jackson supported this idea  · 
    An error occurred while saving the comment
    Megan Jackson commented  · 

    This would be an amazing smartplan. I have several agents asking for it

  3. Date-Based Smartplans

    137 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  53 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Megan Jackson supported this idea  ·