Follow agents for data updates/agent alerts when not in import queries
I need this feature to be able to maximize the use of the platform, as I use a hybridized recruiting strategy where I get leads from multiple sources, and not all of my relationships will originate with an import query.
Log agent end date in retention to track attrition
When an agent leaves and you are moving tthe agent in retention to either archive, recruiting or affiliate then it allows you to send an end date on the agent tenure with the brokerage to enable attrition tracking and reporting
Brokerkit Product Management
about 2 months ago
in Retention module
0
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.
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...