The ability to upload, view, delete, and update documents Ability to link documents to contacts and tasks and view them there Available in recruiting and retention
Add new filters with additional operators like excluding records (Advanced filters)
To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators. New filters will include: Whether the contact has a mobile phone number License expiration dates Relitix import last update date...
Brokerkit Product Management
about 2002 years ago
in Filters and Search
2
Native Zapier integration app to create/update contacts in Brokerkit
Native app on the Zapier platform with these functions: Action to create/update a contact in Brokerkit in recruiting or retention Trigger campaigns upon creation/update of a contact in Brokerkit in recruiting or retention via source based campaign...
Brokerkit Product Management
over 2005 years ago
in Integrations
0
As an admin user, I'd like to have the ability to edit the columns that appear in my search results under the Leads and Team views Attributes that can be added to the search Last Contacted Number of contacts (email, text, call) Engagement count (o...
Story Narrative As a broker, I want to share my email templates with my staff so we have consistent formatting and pre-written messages without having to clutter the Smart Campaigns section.
Brokerkit Product Management
over 2005 years ago
in Emails
0
2