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  1. 9 votes

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    under review  ·  2 comments  ·  Command » Contacts  ·  Admin →
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    Josh Green commented  · 

    Currently, there is no public API access for KW agents to create, update, or read data from Command. Agents who use third-party apps for prospecting and transaction management must do duplicative data entry, and/or complicated workarounds to get records in and out of Command.

    Lead collection - many of us use our own websites and other prospecting tools that gather leads. The only automations available are Zapier and API Nation which can be costly. We need a way to create contact records using webhooks.

    Tasks - many agents use Notion or Asana for task tracking due to the amount of context and automation that can be done through these platforms. Bidirectional integration on tasks would be a gamechanger.

    Opportunities - similar to tasks, allowing agents to update documentation through third party integrations would be beneficial. Command currently has slots for key dates, but we can't interact with them. Allowing agents to integrate these dates with something like Google Calendar would save lots of time.

    Josh Green supported this idea  · 
  2. 7 votes

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Josh Green supported this idea  · 
  3. 6 votes

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    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
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    Josh Green supported this idea  · 
  4. 1 vote

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    under review  ·  0 comments  ·  Command » Tasks  ·  Admin →
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    Josh Green shared this idea  · 
  5. 2 votes

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  6. 1 vote

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    under review  ·  0 comments  ·  Command » Contacts  ·  Admin →
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    Josh Green shared this idea  · 
  7. 21 votes

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    Josh Green supported this idea  · 
  8. 14 votes

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    under review  ·  1 comment  ·  Command » Contacts  ·  Admin →
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    Josh Green commented  · 

    Completely agreed. I need to export a group of clients who have opportunities linked to do an email blast specifically for them.

    Josh Green supported this idea  ·