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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 6 months ago in Landing Pages 0

Create teams of staff members

I'd like to be able to group managers together and allow them to share contacts. Manager A and Manager B can see each other's contacts, but Manager C can only see their contacts.
Anna Mantica 12 months ago in Users & Roles 1

Link in Brokerkit to contact info in Relitix

This would give me the ability to look at all the info in Relitix without having to manually do a person search in their website.
Guest about 1 year ago in Relitix Integration 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 6 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 6 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 6 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 6 months ago in Contacts / Labels 1

Campaign trigger to stop campaign on appointment set

Stop a Campaign after Appt Set vs. logged Need to add "Anytime" into value dropdown
Greta Considine about 1 year ago in Campaigns / Campaigns Triggers 1

Improved search across platform - global search (search bar) should include more fields

Company search is the most useful, but sometimes something is both in labels, source, and in the actual notes of the contact, and I don't want to have to remember to select everything.
Tyler Brenner about 1 year ago in Filters and Search 4

Microsoft integration email synchronization with Brokerkit

No description provided
Brokerkit Product Management over 1 year ago in Emails 0