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"Add Steps" to a campaign after each step

As a BK user, I would like to be able to add campaign steps to the sequence more easily by adding them after the step instead of going to the very bottom of my campaign and then dragging the new step up through the campaign to the appropriate spot.
Brokerkit Product Management over 2002 years ago in Campaigns 1 Shipped

Inbox for inbound messages (email, text)

Narrative: As a Brokerkit user I would like the ability to navigate to a messages page that will show all of my email and text communication in one place, so I can save time instead of using filters and then click on each individual profile in the...
Brokerkit Product Management over 2003 years ago in Emails / Inbox / Texts 0 Shipped

Scheduling texts

Can schedule date/time on texts sent
Brokerkit Product Management over 2005 years ago in Texts 5 Shipped

Ability to reorder steps of a campaign using an editable box

As a Brokerkit admin or staff user, I want to be able to re-order the steps of a campaign without dragging and dropping each step. I want an editable box or drop-down menu on each step where I can select the order.
Brokerkit Product Management over 2003 years ago in Campaigns 3 Shipped

Select Time Zone on Appointments

Story Narrative:As a Brokerkit Admin or Staff member of a multi-state enterprise account, I want to be able to select the time zone for appointments scheduled using my Microsoft or Google calendar through Brokerkit. This will ensure that the corre...
Brokerkit Product Management over 2001 years ago in Appointments 1 Shipped

Notifications for Opt-outs/Unsubscribes

As an Admin/Staff user, I’d like to be notified that a contact has unsubscribed from emails or opted out of text messages. Tracking down agents who have unsubscribed/opted out using the engagement filters creates additional work, if it is even rem...
Brokerkit Product Management about 2002 years ago in Emails / Notifications 1 Shipped

Download tasks in CSV

Change Tasks CSV download to a table of tasks with contact info vs. lead export with tasks
Brokerkit Product Management almost 2004 years ago in Tasks 1 Shipped

Prevent duplicate records created in UI

Prevent admin/staff users from adding contacts in recruiting or retention with the same email address or agent ID/MLS Also check for duplicates across accounts in an organization
Brokerkit Product Management almost 2005 years ago in  0 Shipped

Unique column in CSV export for "Home Street Address"

As an admin user, it would be beneficial for Brokerkit CSV exports to have a column for “Home Street Address”, as we are using that information to parse and mail contacts. Currently, the street address is only included under “Home Address” which i...
Brokerkit Product Management about 2002 years ago in Data file imports 0 Shipped

Activity in timeline when contact is archived

Story Narrative As a Brokerkit Admin or Staff member, I want to be able to track when a recruiting or retention contact is moved to the "Archived" status, including the date of the action and the name of the person who performed it so that I have ...
Brokerkit Product Management over 2001 years ago in  0 Shipped