Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

5 results found

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

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  15 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    William O'Donnell commented  · 

    This is VERY important! The KW Birthday Smartplan is very dry. The text just says "Happy Birthday" which is an issue because most clients dont have our Twilio numbers saved which prompts them to ask "Who is this?". It would be nice for us to add our own message and let the contact/client know who the message is coming from.

    William O'Donnell supported this idea  · 

  2. Date Based Smartplans

    53 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  12 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    William O'Donnell supported this idea  · 

  3. Transactions coordinator role to have access to solo agent account transactions

    81 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  13 comments  ·  Command » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    William O'Donnell supported this idea  · 

  4. Send from @kw.com Email Address

    166 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    in the backlog  ·  24 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    William O'Donnell supported this idea  · 

  5. Birthday smartplan

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Command » SmartPlans  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    William O'Donnell commented  · 

    This is VERY important! The KW Birthday Smartplan is very dry. The text just says "Happy Birthday" which is an issue because most clients dont have our Twilio numbers saved which prompts them to ask "Who is this?". It would be nice for us to add our own message and let the contact/client know who the message is coming from.

    William O'Donnell supported this idea  ·