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  1. Filter by Contact Lead Source(s)

    7 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Brooks Warner commented  · 

    There is an option in a clients contact to mark where the lead came from, either a source or another contact in command. We need a way to easily see this data, so we know what marketing money is being well spent and which people from our sphere of influence to take to lunch/show appreciation.

    Brooks Warner supported this idea  · 

  2. Assign SmartPlan Task Steps to Specific Team Member

    15 votes

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    under review  ·  9 comments  ·  Command » SmartPlans  ·  Admin →
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    Brooks Warner commented  · 

    ALOT of realtors leverage their task work. (signs, bday cards etc) We need to be able to assign tasks in smart plans to members of the team that handle said things, even if not the assigned realtor or rainmaker. Sometimes our office staff mail the bday cards (etc)

    Brooks Warner supported this idea  · 

  3. Assigning Other Team Members to Smart Plan

    3 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Brooks Warner supported this idea  ·