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Pause communications with contact

I suggest it is a programmable pause feature. Pause this agent from (date) to (date).
Bruce Campbell almost 2 years ago in Recruiting module / Retention module 5

We need to be able to add leads to a campaign, make a note, or send an email from the tasks screen

Another example: Send lead a video on market trends. It would be great if you could select ALL leads assigned this task and send a bulk email from the task screen. Right now I need to go into each profile and send them one of my saved videos. It's...
Tia Lake almost 2 years ago in Tasks 0

AI Assist link from main menu

Imagine an enhancement that places the power of AI at your fingertips with just one click. What if we add a direct link to our advanced AI assistant in the main menu? This would simplify navigation and boost efficiency, harnessing cutting-edge tec...
Mark Paris almost 2 years ago in AI Assist 1

Edit campaigns in organization library

For Donated Campaigns: It would be useful to be able to edit them, and have those edits automatically update the version available to those in my organization. This would prevent additional work and make sure everyone has access to the most up to ...
Todd Sumney about 2 years ago in Campaigns 1

Variable for Office Addresses or meeting locations.

I have 3 offices. By adding a variable, I can have an email or text confirming my next meeting location.
Mark Paris about 2 years ago in Campaigns 0

Add a Cumulative days counter showing the total amount of days in the length of campaign if all steps are completed

If step one happens in 0 days, step two hans in 7 days, step 3 happens 30 days later that total campaign would have 37 cumulative days pf
Mark Paris about 2 years ago in Campaigns 3

Microsoft integration appointment synchronization with Brokerkit

No description provided
Brokerkit Product Management about 2 years ago in Appointments 0

Campaign performance reporting

Engagement stats such as email/text clicks/opens/replies at the campaign level and message level
Brokerkit Product Management over 2005 years ago in Campaigns 1

Create Appointments in Retention

No description provided
Brokerkit Product Management over 2006 years ago in Appointments 0

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 about 2003 years ago in Filters and Search 3