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8 results found

  1. Expanded Relationship Options

    4 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Alyssa Bell commented  · 

    Including co-borrower and "referred by" please!

    Alyssa Bell supported this idea  · 

  2. Assign SmartPlan Task Steps to Specific Team Member

    21 votes

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    under review  ·  13 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell commented  · 

    SmartPlan tasks can only be auto-assigned to an Agent or Rainmaker. It would be great to auto-assign tasks to an Admin and/or Transaction Coordinator as well so all roles can work out of one CRM and corresponding contact(s).

    Alyssa Bell supported this idea  · 

  3. flow chart if/then smartplans automation

    19 votes

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    in the backlog  ·  6 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell commented  · 

    This would be perfect for creating a true automated workflow. Once a certain task is completed, having the next associated tasks auto-populate would save a lot of time for manual entry/update and mental workload.

    Alyssa Bell supported this idea  · 

  4. Task Follow-up

    20 votes

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    working on it  ·  5 comments  ·  Command » Tasks  ·  Admin →
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    Alyssa Bell supported this idea  · 

  5. Date-Based Smartplans

    131 votes

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    in the backlog  ·  51 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell supported this idea  · 

  6. Allow a total mailing label export for a filter.

    72 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Admin →
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    Alyssa Bell supported this idea  · 

  7. MC Exclusive Listings Widget on Dashboard

    180 votes

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    tell us more  ·  57 comments  ·  Command » Homescreen  ·  Admin →
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    Alyssa Bell supported this idea  · 

  8. Send from @kw.com Email Address

    201 votes

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    in the backlog  ·  29 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell supported this idea  ·