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Product Ideas Portal
Created by Brokerkit Product Management
Created on Apr 15, 0023

Report showing leads by status

A new report with these attributes:

  • Columns by stage

  • Rows for people by stage

  • TTM production totaled by stage


Jobs To Be Done
  • As a BK Admin/Staff user, I’d like to see at a glance how many contacts we have in the various recruiting statuses, both for the account as a whole and the count for each user.

  • This benefits us in our recruiting process, especially in an organization capacity, so we can track our users progress in more depth.

Pain
  • Have to go in and filter by stage to see which contacts are in a given stage with no ability to see them in one place

  • Attach files
  • +2