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Email Notification for contacts that are Reassigned within an Organization

As an Admin/Staff user, I’d like to receive an email notification when a contact is reassigned from one account to another within an Organization. Currently, we receive a “new lead” notification email, but it does not provide information to signif...
Brokerkit Product Management over 2001 years ago in Notifications / Organizations 3

Assign tasks to agent or affiliate user

assign agents tasks to complete in onboarding
Brokerkit Product Management almost 2002 years ago in Tasks 0

Status change campaign trigger

Add a campaign trigger where you can trigger a campaign on a contact in recruiting or retention when a status change happens OR a new contact is created with a specific status
Brokerkit Product Management over 2002 years ago in Campaigns Triggers 0

Add labels as a parameter via API

No description provided
Brokerkit Product Management almost 2003 years ago in API / Labels 0

Contact roll up at an organizational level

Story Narrative: As a manager, I want to be able to see all contact information filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all accounts individually.
Brokerkit Product Management over 2003 years ago in Organizations 0

Add Due Date Time to tasks

No description provided
Brokerkit Product Management over 2003 years ago in Tasks 0

Power dialing

The ability to select a set of contacts and power dial through them sequentially
Brokerkit Product Management almost 2004 years ago in Dialer 0

Add "ANY" into Value field for source based triggers

This is needed to trigger on all sources when a lead is signed and moves from recruiting to retention for automatically triggering an onboarding campaign
Brokerkit Product Management over 2004 years ago in Campaigns Triggers 0

Adding/Updating Social and Web Links via importer

As an admin user, I’d like the ability to update my contacts social/web links via import (in bulk), as opposed to doing this manually.
Brokerkit Product Management about 2002 years ago in Data file imports 0

Add closest office as an Relitix import query parameter

Acceptance Criteria
Brokerkit Product Management over 2002 years ago in Relitix Integration 0