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  1. Export Smartplans and the content

    3 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Alicia Rylant supported this idea  · 

  2. Allow SmartPlan static timelines, not based on when people are added.

    4 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Alicia Rylant supported this idea  · 

  3. auto save smartplans as they are being created

    3 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Alicia Rylant commented  · 

    THIS - I spent hours building out very detailed smart plan for ops, saved the steps, but because I didn't save the SmartPlan itself when I backed out, I lost everything.

    Alicia Rylant supported this idea  · 

  4. Multi functional smart plan - if/and functionality

    3 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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  5. it'd be really helpful if when creating smart plans were were able to put actual days (i.e. send on 4/1) rather than number of days (i.e 21

    3 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Alicia Rylant commented  · 

    I'd like to add another layer from ops angle - It would be great to have an appointment-based type of SmartPlan (ie Listing appointments/Buyer Consults) where we can input appointment information (date/time) to anchor tasks to.

    Maybe this could be supported by integrating an appointment calendar into KM Command that tasks can anchor to.

    Alicia Rylant supported this idea  · 

  6. Add Option for Task Completion Contingency in SmartPlans

    1 vote

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Alicia Rylant shared this idea  ·