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  1. flow chart if/then smartplans automation

    19 votes

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    in the backlog  ·  6 comments  ·  Command » SmartPlans  ·  Admin →
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    Priscilla Cabrera commented  · 

    Would love to be able to create a smartplan that will fire the next step once the previous step has been marked as completed. For example, smartplan forms task to call contact. Once that call has been made and that task marked as completed, the next smartplan task fires immediately to send an email but this email is not sent until the call task has been checked completed.

    Priscilla Cabrera supported this idea  · 

  2. Allow Minute/Hour Delays between SmartPlan Steps

    6 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  3. Allow 2+ Contacts Per Opportunity

    45 votes

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    working on it  ·  4 comments  ·  Command » Opportunities  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  4. Integrate Referral Network into Contacts

    33 votes

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    under review  ·  5 comments  ·  Command » Referrals  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  5. Allow Guest Users for Individual Agents

    280 votes

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    in the backlog  ·  55 comments  ·  Command » Settings  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  6. Add Other Vendor Type

    33 votes

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    under review  ·  14 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Priscilla Cabrera commented  · 

    Ability to add custom categories would be the best option as all Market Centers have different types of vendors. We, for example, have a pool service company (vital in South Florida) and that would be a great vendor for the public to see!

    Priscilla Cabrera supported this idea  · 

  7. Edit Neighborhood Nurture Steps

    9 votes

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    under review  ·  4 comments  ·  Command » SmartPlans  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  8. Recommend edit to neighborhood feature

    3 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  9. Choose Multiple Neighborhoods for Contacts Using Free Draw Tool

    4 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  10. Update Neighborhood Boundaries

    96 votes

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    under review  ·  36 comments  ·  Command » Contacts  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  11. Bulk Add Neighborhood(s)

    20 votes

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    under review  ·  6 comments  ·  Command » Contacts  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  12. Google Calendar Integration with Tasks

    133 votes

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    in the backlog  ·  20 comments  ·  Command » Tasks  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  13. Add to SmartPlan Trigger: Associate Activated

    11 votes

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    under review  ·  0 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  14. Round Robin Assignee for SmartPlan Tasks

    5 votes

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    under review  ·  0 comments  ·  CommandMC » SmartPlans  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  15. Co-Op Smart Plan

    8 votes

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  16. Add Associate to More Than One Team

    31 votes

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    in the backlog  ·  1 comment  ·  CommandMC » Admin Applet  ·  Admin →
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    Priscilla Cabrera supported this idea  · 

  17. CommandMC Chat Feature to Agents

    8 votes

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    under review  ·  2 comments  ·  CommandMC » Associates  ·  Admin →
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    Priscilla Cabrera commented  · 

    Would love to see a Slack-type function in CommandMC that allows leadership to create channels allowing for communication to specific groups within the market center ie top 20% or PC Coaching clients. These communications would then show up in agent's Command allowing that group to respond directly to the person in leadership over that channel as well as collaborate with others within that channel.

    Priscilla Cabrera supported this idea  · 
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