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Relitix Integration

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Agent alerts campaign trigger

A campaign trigger that can trigger campaigns to start or stop based on Relitix agent alerts Here is the idea to add Relitix agent alerts, which was already shipped in Q4 2024
Brokerkit Product Management over 1 year ago in Campaigns Triggers / Relitix Integration 5

Follow agents for data updates/agent alerts when not in import queries

I need this feature to be able to maximize the use of the platform, as I use a hybridized recruiting strategy where I get leads from multiple sources, and not all of my relationships will originate with an import query.
Guest 10 months ago in Relitix Integration 3

Filter on agents with agent alerts

This will allow me to bulk select them by type and trigger campaigns, bulk emails or tasks
Brokerkit Product Management 8 months ago in Relitix Integration 0

Notification center filter to view recruiting vs. retention contact notifications

Notification center filter to view recruiting vs. retention contact notifications
Brokerkit Product Management 12 months ago in Notifications / Relitix Integration 1

Update agent email/office name from nightly agent alerts of office change

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Guest 8 months ago in Relitix Integration 1

Filter on team leaders or brokers in Relitix data

Members of teams are great to recruit, but not the team leaders and same for brokers
Brokerkit Product Management about 1 year ago in Relitix Integration 0

switch email to main when new email added after match on agent ID with different email

Brokerkit Product Management 8 months ago in Data file imports / Relitix Integration 0

Link in Brokerkit to contact info in Relitix

This would give me the ability to look at all the info in Relitix without having to manually do a person search in their website.
Guest over 1 year ago in Relitix Integration 1

And/Or Option in Relitix Data Import Queries

This would be helpful to do with cities too
Guest almost 2 years ago in Relitix Integration 1

Lead routing auto-assignment to users for contacts

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 2005 years ago in Data file imports / Landing Pages / Referral System / Relitix Integration 0