While Brokerkit tracks as much as it can for you, there's plenty that happens outside the system you'll want to notate. To log activities for anything you do outside Brokerkit, including phone calls, emails, texts sent or received with your personal phone number, or any other note, use one of the Note buttons.
From the Recruiting or Retention screen, select an agent to open their profile. Along the top action bar, click a Note Icon - either the phone, text, email or miscellaneous.
The different note types all do the same thing - marking it specifically as a call or a text simply gives you context for whatever happened, much like a Facebook emoji. 🤪
As always, you'll have the option to update the lead's Status, and you'll be required to schedule your next Follow Up to keep you on task.
By default, notes on leads are Shared with the referrer. You can toggle this to Staff Only if you need to send sensitive information.
Once you click Log Note, it will populate in the Recent Activity with a timestamp and who added the note. If you want to add quick reference information to a lead or to tag a lead for easy searching, you'll want to add Agent Notes.
Agent Notes are shared with the referrer, but are not timestamped, and do not move through the Recent Activity like other notes. They're great for important, quick-reference information that doesn't change often like "Candidate is only available for calls after 2 PM," or "Lead has a five-person team they'll bring with them."
Best of all, Agent Notes are searchable. Click here for more information on tagging and grouping your leads.
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