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Status Shipped
Created by Guest
Created on Oct 13, 2023

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Sync changing the status of the lead in notes

It would help streamline the process and prevent losing track of each agent

Jobs To Be Done

After a conversation a call note prompt pops up and allows you to change the status of the lead (Contact Made, Appt Set, etc.) currently it doesn't change the status of the agent's card. ideally it would make sense for it to update simultaneously.

Pain

Often i would have to go back and change the status of the card as well and if i don't i struggle finding potential recruits in the large database of leads within the system

  • ADMIN RESPONSE
    Dec 21, 2023

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

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  • Admin
    Brokerkit Product Management
    Reply
    |     Oct 16, 2023

    Miguel, thanks for reporting this. This is a bug vs. an enhancement so we have gone ahead and planned a fix for that. It is intended that the contact status updates when you update the contact status on the call disposition in the call note.