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Organizations

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Email Notification for contacts that are Reassigned within an Organization

As an Admin/Staff user, I’d like to receive an email notification when a contact is reassigned from one account to another within an Organization. Currently, we receive a “new lead” notification email, but it does not provide information to signif...
Brokerkit Product Management over 2001 years ago in Notifications / Organizations 3

Contact roll up at an organizational level

Story Narrative: As a manager, I want to be able to see all contact information filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all accounts individually.
Brokerkit Product Management over 2003 years ago in Organizations 0

Bulk Reassign contacts between accounts within an organization

As a recruiter, I want the ability to "bulk re-assign" leads and agents within Brokerkit across accounts within an organization.
Brokerkit Product Management over 2003 years ago in Organizations 0

Indicator that lead is in pipeline of another child account under parent account ID

Brokerkit Product Management about 2004 years ago in Organizations 0 Already exists

limit viewing activity report org rollup to staff users

No description provided
Brokerkit Product Management almost 2002 years ago in Dashboards & Reports / Organizations 0