Filter to roll up pipeline report at organization level
Story Narrative As a manager, I want to be able to see the pipeline report filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all 30 accounts
As a BK admin/staff user, I want leads and agents to be able to unsubscribe to future texts so that I don't have to remove them from lists and campaigns if they ask not to receive more texts. Note that Brokerkit already has stop words (e.g., stop,...
Brokerkit Product Management
almost 2005 years ago
in Texts
1
Shipped
Contacts in Archived being moved back to Retention via API
*Story Narrative* As a user of Brokerkit, when I move a lead to Archived, I expect it to remain there until I manually move it to Retention or Recruiting. I do not want an import from the Team Importer or from a Retention Relitix API call to move ...
Brokerkit Product Management
about 2001 years ago
in API
0
Shipped
remove the view in recruiting and retention notification and automatically switch after move between modules
Story Narrative As an admin, I want the view to automatically switch when I move a contact between recruiting and retention, so that I can save a click
Brokerkit Product Management
over 2003 years ago
in
0
Shipped
1
Shipped