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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 5 months ago in Contacts / Filters and Search / Recruiting module / Retention module 0

Customize ratings names

we would use this tool more if we could customize the rating names and/or add more of our own.
Jadwin Williams about 1 month ago in Contacts / Dashboards & Reports 1

Change the logic for new production label

A lot of agents that have the production label new are either on their way to retirement so their business is slowing down or the agent is having an off year. If an agent in retention has been with the company for awhile they should be labeled as ...
Jadwin Williams about 1 month ago in Contacts 1

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 ...
Brokerkit Product Management over 2002 years ago in Contacts / Filters and Search / Recruiting module / Retention module 4

Additional contact bulk actions

I would like the ability to bulk update more data about a lead, such as: Company City Rating Add a bulk action popup with a dynamic list of contact properties to edit
Brokerkit Product Management about 2003 years ago in Contacts / Filters and Search 2

Commercial/Residential attribute and filter to keep commercial agents separate

As a broker, I want a way to easily identify and separate commercial agents so I can use Brokerkit to recruit for both sides of my business.
Brokerkit Product Management over 2005 years ago in Contacts / Filters and Search 0