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10 results found

  1. Expanded Relationship Options

    3 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

    16 votes

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    under review  ·  10 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. smartplan when task complete immediately fire next task

    5 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell supported this idea  · 

  4. flow chart if/then smartplans automation

    9 votes

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    in the backlog  ·  1 comment  ·  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  · 

  5. Task Follow-up

    17 votes

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

  6. Partial Word Search in Tag Search Bar

    28 votes

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    working on it  ·  3 comments  ·  Command » Contacts  ·  Admin →
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    Alyssa Bell supported this idea  · 

  7. Date-Based Smartplans

    100 votes

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    in the backlog  ·  42 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell supported this idea  · 

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

    63 votes

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

  9. MC Exclusive Listings Widget on Dashboard

    169 votes

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    under review  ·  47 comments  ·  Command » Homescreen  ·  Admin →
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    Alyssa Bell supported this idea  · 

  10. Send from @kw.com Email Address

    178 votes

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    in the backlog  ·  26 comments  ·  Command » SmartPlans  ·  Admin →
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    Alyssa Bell supported this idea  ·