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Report of recruiting leads by source

Report where you can see over a timeframe the leads by their source and what their status is to track the ROI on lead sources
Brokerkit Product Management about 2 months ago in Dashboards & Reports 0

Drilldown to contacts in Recruiting Activity Report

The director holding his/her team of recruiters accountable to the work denoted on the activity report. The director could easily see who they called, and the notes taken by easily getting access to the list of prospects via this hyperlink.
John MacGilvary about 2 months ago in Dashboards & Reports 1

Add to Activity Report # Offers Sent

We use this measurement to see how engaged they are with their recruiting leads. It's a clear indicator of the seriousness of their engagement with a prospect and gives better clarity to the pipeline numbers.
John MacGilvary about 2 months ago in Dashboards & Reports 1

Embed code for landing page form

Capability to get the embed code for the form to put into an HTML page vs. having to embed the whole page in a frame
Brokerkit Product Management 2 months ago in Landing Pages 0

At A Glance Camp Calendar/Manager

When setting up various email camps., it's very helpful to have the ability to see everything on a calendar. Everything that is set to go out and on what days/times. It's also helpful to have all of your "stuff" set on the calendar as a link to ed...
Guest over 1 year ago in Appointments / Campaigns 2

Notifications change of contact owner in account

We want our entire recruiting team to take part in the customer service of the contact. If their assigned recruiter isn't available, but their contact has questions or needs help, another recruiter can step up and assist. But they can't be able to...
Tyler Brenner 10 months ago in Notifications 1

Filter on team leaders or brokers in Relitix data

Members of teams are great to recruit, but not the team leaders and same for brokers
Brokerkit Product Management 3 months ago in Relitix Integration 0

Set labels as public or private

When a staff member makes a label for their own personal organization it shows for everyone admin and staff members when we really don't need it.
Jadwin Williams 3 months ago in Labels 1

Customize ratings names

we would use this tool more if we could customize the rating names and/or add more of our own.
Jadwin Williams 3 months ago in Contacts / Dashboards & Reports 1

Change the logic for new production label

A lot of agents that have the production label new are either on their way to retirement so their business is slowing down or the agent is having an off year. If an agent in retention has been with the company for awhile they should be labeled as ...
Jadwin Williams 3 months ago in Contacts 1