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Categories Contacts Filters and Search Recruiting module Retention module
Created by Brokerkit Product Management
Created on Feb 6, 0022

RELATED IDEAS

Configure/update columns in search results views

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 (opens, clicks, replies, inbound calls) to emails and texts or calls

  • Referred By

  • Relitix parameters: Switch Risk, Listing effectiveness grade, closest office, closest postal code

  • Office Name

  • City

  • Zip/postal code


Make all columns sortable


Search results views which will be updated:

  • Leads

  • Teams

  • Tasks

  • Attach files
  • Tammie Carpenter
    Reply
    |     Feb 28, 2024

    Add "referred by" as a selection

  • German Hernandez
    Reply
    |     Sep 1, 2023

    Can you add the options in the image provided? This way I don't have to click on each agent to find out the information.

    Screenshot 2023...
    Screenshot 2023-09-01 at 1.16.53 PM.png
    Open full size
    Screenshot 2023-09-01 at 1.16.53 PM.png
    2 replies
  • +6
1 MERGED

Be able to sort by number of OPENS or CLICKS.

Merged
Currently we have to open a record to see how many times someone has opened or clicked on a campaign email. If I could sort by opens/clicks, then I could prioritize my efforts to contact the prospect.
John MacGilvary 5 months ago in Campaigns 1
7 MERGED

Sort contacts tables by zip code to make targeting easier in multi-zip metros and overlapping territories.

Merged
As a recruiter in a large city, I want to be able to sort my leads by zip code, as city-based sorting isn’t an effective way for me to target recruits and avoid territories that belong to sister franchises.
Brokerkit Product Management over 2005 years ago in Recruiting module 0
2 MERGED

Add column/sort contacts by engagement

Merged
You can see the number of times a recipient opens an email or clicks the links but there is no way to sort by the people who are opening the email the most. I like to target people who click the links or open the emails multiple times and make a c...
Guest 9 months ago in Filters and Search 2
1 MERGED

Number of times contacted column in search results

Merged
It would be great to have a search option to see who I've called over 6 + times with no response.
Greta Considine 6 months ago in Dashboards & Reports / Filters and Search 0
1 MERGED

Last Contact in Search Results

Merged
It would be similar to the Referred On date in the search results area.
Greta Considine 6 months ago in Filters and Search 1
1 MERGED

Make the Follow Up Column Sortable

Merged
Make the Follow Up Column Sortable
Greta Considine 6 months ago in Filters and Search 0