Skip to Main Content
Product Ideas Portal
Status Shipped
Created by Brokerkit Product Management
Created on Aug 1, 0019

Allow agent/affiliate referrer to be able add notes and notify lead owner of updates

As a Team Leader, I want to get feedback via Brokerkit on the leads referred by my agents so that this communication remains in Brokerkit

  • ADMIN RESPONSE
    Feb 1, 2024

    This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.

  • Attach files
  • Admin
    Brokerkit Product Management
    Reply
    |
    Feb 1, 2024

    02/01/2024 - 2.87.8

    Product Announcement: Allow agent/affiliate users the ability add notes in contact profile
    BKPD-I-595 - Allow agent/affiliate referrer to be able add notes and notify lead owner of updates

    We are thrilled to announce that our platform now allows agents and affiliates to log notes in the contact profile timeline, similar to the admin/staff role. This feature will enable agents and affiliates to create notes that will be displayed for all users in the timeline like an admin/staff user. With this new feature, agents and affiliates can easily log notes about their interactions with a referral, such as the date and time of the interaction, the nature of the interaction, and any other relevant details. This will help agents and affiliates to provide more personalized and effective about their referrals.If you have any questions or feedback about this feature, please feel free to reach out to our support team. We are always here to help you!




  • +1