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11 results found

  1. Email canva html

    22 votes

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    working on it  ·  0 comments  ·  Command » Designs  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  2. Allow 2+ Contacts Per Opportunity

    50 votes

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    working on it  ·  5 comments  ·  Command » Opportunities  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  3. Button to Replicate Dual Opportunity

    20 votes

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    under review  ·  7 comments  ·  Command » Opportunities  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  4. Ability for TCs to log into Command with their own verification codes, somewhat tied to the original agent's account so it recognizes both

    18 votes

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    under review  ·  2 comments  ·  Command » Opportunities  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  5. Add Multiple Documents to One Checklist Item

    13 votes

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    working on it  ·  2 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  6. library of MC w-9s

    6 votes

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    under review  ·  0 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  7. Delete Documents in Opportunities

    41 votes

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    under review  ·  6 comments  ·  Command » Documents and Compliance  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  8. Edit scheduled campaigns

    10 votes

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    2 comments  ·  Command » Campaigns  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  9. email lists

    22 votes

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    under review  ·  2 comments  ·  Command » Campaigns  ·  Admin →
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    Jennifer Sodt supported this idea  · 

  10. Date-Based Smartplans

    168 votes

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    in the backlog  ·  55 comments  ·  Command » SmartPlans  ·  Admin →
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    Jennifer Sodt commented  · 

    Can this please be put to the top of the smartplan to do list? I want to set and forget at the beginning of the year for all of the holidays. And the ability for new contacts to pick up mid-year without receiving all of the previous steps at one time.

    Jennifer Sodt supported this idea  · 

  11. Transaction Coordinator Role in Command MC

    143 votes

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    under review  ·  15 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Jennifer Sodt commented  · 

    TCs MUST have access without having to get a code from the agent. Also, what if TCs had a login that could be connected to multiple agent accounts? I do TC work for two offices. This logging in and out of agent accounts wastes an obscene amount of time. If agents could just click in their preferences to allow a TC, that would be awesome!

    Jennifer Sodt supported this idea  ·