Skip to Main Content
Product Ideas Portal
ADD A NEW IDEA

All ideas

Showing 154 of 154

Interactive Recruiting Activity Report

The director holding his/her team of recruiters accountable to the work denoted on the activity report. The director could easily see who they called, and the notes taken by easily getting access to the list of prospects via this hyperlink.
John MacGilvary 1 day ago in Dashboards & Reports 1

Add to Activity Report # Offers Sent

We use this measurement to see how engaged they are with their recruiting leads. It's a clear indicator of the seriousness of their engagement with a prospect and gives better clarity to the pipeline numbers.
John MacGilvary 1 day ago in Dashboards & Reports 1

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

Embed code for landing page form

Capability to get the embed code for the form to put into an HTML page vs. having to embed the whole page in a frame
Brokerkit Product Management 14 days ago in Landing Pages 0

Ability to CC/BCC secondary email address(es) in emails (direct, bulk/blast, campaigns

Ability to add one or more email addresses into cc or bcc on campaign email steps
Bruce Campbell 9 months ago in Campaigns 3

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 28 days ago in Relitix Integration 0

Set labels as public or private

When a staff member makes a label for their own personal organization it shows for everyone admin and staff members when we really don't need it.
Jadwin Williams 29 days ago in Labels 1

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 29 days 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 29 days ago in Contacts 1

Save CC and BCC in email templates

Templates are regularly copied to others
Terry Young 3 months ago in Notes 1