Settings and activity

4 results found

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

   69 votes

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   under review  ·  22 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   Kelly Wodzinski commented  ·  Mar 10, 2025  ·  Edit…  ·  Delete…

   This would be a very valuable option in smart plans.

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   Kelly Wodzinski supported this idea  ·  Mar 10, 2025

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

   31 votes

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   under review  ·  8 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Kelly Wodzinski supported this idea  ·  Jan 30, 2025

3. Send from @kw.com Email Address

   219 votes

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   in the backlog  ·  32 comments  ·  Command » SmartPlans  ·  Delete…  ·  Admin →
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   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

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   Kelly Wodzinski supported this idea  ·  Jan 29, 2025

4. Update Linked Contacts at One Time

   12 votes

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   under review  ·  0 comments  ·  Command » Contacts  ·  Delete…  ·  Admin →
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   Kelly Wodzinski supported this idea  ·  Jan 29, 2025