General
30 results found
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Picture next to property name
Put a picture next to the Property name. Pictures would help remember properties.
7 votes -
Allow Team Pro, Team Members, Agent Pro, Agent Lite to receive Weekly Summary Emails of Production
Reports will include:
Number of tasks completed (including +/- change from last week) for the specific recipient.
All tasks completed by the Team/Agent/Other Invited Users (including recipient) over the past 7 days, including any notes left.
Followup Task Updates from the past week
Tasks for the Recipient to complete over the next 7 days, broken down by property.
All upcoming Key Dates assigned to the recipient through the following Monday
10 votes -
2 votes
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Introduction of Parties- System Generated Email
Add an Introduce Button to introduce all parties on a transaction with the ability to select whom to introduce.
Also. Have a way to import existing contact in the address book to a new transaction vs entering the same people all the time
20 votes -
11 votes
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Sub-tasks on task list
Subset of tasks within a single tasks. For example:
Upload documents to file
-Consumer Notice
-Buyer Agency Contract
(then ability to mark each subtask but not have the entire task disappear as complete until all items are checked)5 votes -
Re-order plans on plans tab so personalized ones are at the top of the list
List our personal plans before the Nekst plans. I have to scroll down to see my own plans each time on the plans tab.
12 votes -
Task Repeat Option
When creating a task, it would be nice to be able to select to have the task repeat at certain intervals. For example: "post Ad to Craigslist" - Repeat every Week
15 votes -
Lead Follow Up
Add a Buyers Category or Leads category that allows us to manage and follow up with leads. Right now I use the properties for this and instead of inputing an address I input the lead's name. I then created an action plan that reminds me when to call them and provides script on what to say.
10 votes -
141 votes
We are currently in Beta Testing for our iOS and Android app.
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