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Recruiting module

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Custom contact properties/fields

Ability to create custom fields/properties for contacts Ability to filter in searches on the custom properties
Brokerkit Product Management 4 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Multiple Licenses addition to individual agents information

no more details needed
Liz Persico 10 months ago in Recruiting module / Retention module 1

A way to auto assign Agents to Users

No other details.
Guest 8 months ago in Recruiting module / Relitix Integration 1

Update contact status when sending bulk/campaign texts/emails to Contact Attempt

useful to make us more efficient as a team
Brynn Shorkey 11 months ago in Emails / Recruiting module / Texts 4

Pause communications with contact

I suggest it is a programmable pause feature. Pause this agent from (date) to (date).
Bruce Campbell about 1 year ago in Recruiting module / Retention module 5

Configure/update columns in search results views

As an admin user, I'd like to have the ability to edit the columns that appear in my search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement count (o...
Brokerkit Product Management over 2002 years ago in Contacts / Filters and Search / Recruiting module / Retention module 4

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management over 2005 years ago in Dashboards & Reports / Recruiting module / Retention module 0

Lead routing configurations

Story Narrative,As a broker, I want to configure who my leads are routed to so that we can have standardized lead follow up
Brokerkit Product Management over 2004 years ago in Recruiting module 0

Display Zip Codes in a Lead or Team member’s profile Home & Office Address field when using the auto-fill feature

As a recruiter, I want to have the zip code displayed in a Lead or Team member’s profile *Home Address* field and *Office Address* field when using the auto-fill feature.
Brokerkit Product Management over 2003 years ago in Recruiting module / Retention module 0

filter for license expiration date in Recruiter module

As a BK broker (admin/staff user), I want to filter on recruiting leads in Recruiter as we can on agents in Retention so that I can target agents based on when their renewal is and they have to pay their license fees.
Brokerkit Product Management over 2004 years ago in Filters and Search / Recruiting module 0