As a Brokerkit user, I’d like to build tasks that can include similar functionalities to building an email including: Insert/Edit Image Inset/Edit Link (hyperlink) This would apply to manually created tasks in the contact profile or via campaign
Brokerkit Product Management
about 2002 years ago
in Tasks
0
Filter to identify contacts imported by Relitix but not being updated
As a BK user, I want filters in recruiting and retention to identify: Old agent contacts that are no longer in the MLS, so I can archive or delete them Agents who were initially imported but then are not getting updated as they are no longer in on...
filter for license expiration date in Recruiter module
As a BK broker (admin/staff user), I want to filter on recruiting leads in Recruiter as we can on agents in Retention so that I can target agents based on when their renewal is and they have to pay their license fees.
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