We’re unable to separate the NI. Creating separate labels for NI, DNC, and Callback leads is useful because it improves lead organization, allowing for more targeted follow-ups and cleaner reporting. It will be easier in identifying the lead statu...
Improved search across platform - global search (search bar) should include more fields
Company search is the most useful, but sometimes something is both in labels, source, and in the actual notes of the contact, and I don't want to have to remember to select everything.
New filter mechanism with ability to add multiple filters with different operators like excluding records
To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators. New filters will include: Whether the contact has a mobile phone number License expiration dates Relitix production and producti...
Brokerkit Product Management
almost 2003 years ago
in Filters and Search
3
Configure/update columns in contact search results
As an admin user, I'd like to have the ability to edit the columns that appear in my contact 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 ...
Filter to identify contacts imported by Relitix but not being updated
As a BK user, I want filters in recruiting and retention to identify: Old agent contacts that are no longer in the MLS, so I can archive or delete them Agents who were initially imported but then are not getting updated as they are no longer in on...
3
