Product Ideas Portal
As a Brokerkit Admin user, I’d like the ability to rename the default contact statuses provided by Brokerkit and/or add new ones so the status can better reflect our pipeline workflow (e.g. by adding a status of "offer sent")
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
Product Announcement: Custom Statuses
BKPD-I-633 - Customize Contact Statuses
Introducing Customizable Contact Statuses in Brokerkit
We're excited to announce a significant update to Brokerkit that empowers you to tailor your agent recruiting and retention process to your specific needs. With the new customizable contact statuses feature, you can now:
Create and manage custom statuses: In addition to the default statuses provided by Brokerkit, you can now create your own custom statuses to better reflect your unique pipeline goals. Custom statuses can be added, renamed, and reordered, giving you complete control over your contact status workflow.
Seamless integration across all Brokerkit features: The new custom statuses will be reflected consistently throughout all Brokerkit features, including the pipeline report, activity report, landing pages, and more. This ensures a cohesive and streamlined experience for your team.
Bulk updates and file imports: You can easily update the status of multiple contacts at once using the bulk update feature. Additionally, you can import contacts with custom statuses using our CSV importer.
Organization-wide status management (for multi-account customers): If your account is linked to an organization, you can choose to apply your custom status configuration across all accounts within the organization. This ensures consistency and simplifies status management for multi-account customers.
Benefits:
Enhanced flexibility: Tailor your contact statuses to align with your specific recruiting and retention goals.
Improved efficiency: Save time by creating custom statuses that accurately reflect your pipeline stages.
Increased control: Gain more control over your pipeline by managing custom statuses and reordering them as needed.
Seamless user experience: Experience consistent status management across all Brokerkit features.
To get started, simply navigate to the Account Settings page and start customizing your contact statuses.
We hope this new feature empowers you to streamline your recruiting and retention processes and achieve even greater success with Brokerkit. As always, if you have any questions or feedback, please don't hesitate to reach out to our support team.