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Native mobile app

No description provided
Brokerkit Product Management almost 2005 years ago in Mobile 0

Brokerkit >KW Command integration

As a KW Team Leader, I would like to have an integration between Brokerkit and KW Command so that I can push recruits into Command to onboard and keep reporting up-to-date. KW Command has a Zapier integration here so this integration likely would ...
Brokerkit Product Management almost 2006 years ago in Integrations 0

Assign tasks to agent or affiliate user

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

Add additional attributes to set for a contact via API

Attributes to add: labels sticky notes
Brokerkit Product Management over 2003 years ago in API / Labels 0

Create templates for tasks

No description provided
Brokerkit Product Management over 2004 years ago in Tasks 0

Power dialing

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

Calendar view for appointments in Brokerkit

create a new screen in a calendar view to see appointments Ability for admin role to see all appointments and staff role to only see their appointments
Brokerkit Product Management over 2005 years ago in Appointments 1

Report showing leads by status

A new report with these attributes: Columns by stage Rows for people by stage TTM production totaled by stage
Brokerkit Product Management over 2002 years ago in Dashboards & Reports 0

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 2002 years ago in Notifications / Organizations 3

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 2003 years ago in Campaigns Triggers 0