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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 about 2004 years ago in Organizations 0

Add Due Date Time to tasks

No description provided
Brokerkit Product Management about 2004 years ago in Tasks 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 almost 2005 years ago in Campaigns Triggers 2

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 almost 2003 years ago in Data file imports 0

Add closest office as an Relitix import query parameter

Acceptance Criteria
Brokerkit Product Management about 2003 years ago in Relitix Integration 0

Show text messages in the contact timeline chronologically vs chronologically by SMS conversation

Show texitng in the timeline chronologically by message vs. conversation
Brokerkit Product Management about 2003 years ago in Texts 0

Bulk Reassign contacts between accounts within an organization

As a recruiter, I want the ability to "bulk re-assign" leads and agents within Brokerkit across accounts within an organization.
Brokerkit Product Management about 2004 years ago in Organizations 0

Rating Change Triggers

The ability to start and stop a campaign based on a rating change of a lead in recruiting
Brokerkit Product Management about 2004 years ago in Campaigns Triggers 0

Display Zip Codes in a Lead or Team member’s profile Home & Office Address field when using the auto-fill feature

As a recruiter, I want to have the zip code displayed in a Lead or Team member’s profile *Home Address* field and *Office Address* field when using the auto-fill feature.
Brokerkit Product Management over 2004 years ago in Recruiting module / Retention module 0

Indicator that lead is in pipeline of another child account under parent account ID

Brokerkit Product Management over 2004 years ago in Organizations 0 Already exists