Product Ideas Portal
Add a column to the leads and team importer templates called "Sticky Notes" where the data creates individual note records for the text using the semicolon as a delimiter to create separate notes from the text.
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Jobs To Be Done
The use case: Import coop agents from a transaction management system on a regular basis with the ability to add the transaction details like the address into an individual sticky note record so they can be leveraged in the outreach communications with the agent. |
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Pain
When you import the coop address into the referral notes field it will be over-written on the next import |
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
