Settings and activity

4 results found

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

   56 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   under review  ·  19 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Kelly Wodzinski commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

   This would be a very valuable option in smart plans.

   Save Submitting...
   Kelly Wodzinski supported this idea  ·  Mar 10, 2025

2. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

   26 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   under review  ·  7 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Kelly Wodzinski supported this idea  ·  Jan 30, 2025

3. Send from @kw.com Email Address

   185 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   in the backlog  ·  26 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   Kelly Wodzinski commented  ·  Jan 30, 2025  ·  Edit…  ·  Delete…

   This would add a personal touch and that's what its all about! This update is needed.-SB

   Save Submitting...
   Kelly Wodzinski supported this idea  ·  Jan 29, 2025

4. Update Linked Contacts at One Time

   9 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Kelly Wodzinski supported this idea  ·  Jan 29, 2025