A big aspect of any powerhouse CRM is the ability to quickly segment your data to find the right agent or group of agents to receive your message. Thankfully, Brokerkit gives you plenty of ways to narrow your target audience.
From the Recruiting or Retention screen, click the Search bar.
Search is smart, much like Google, so it'll find John Smith even if you misspell the name as John Smythe. Cool huh? If you need an exact match, put your search in "quotes" to pull only exactly what you've typed.
Leaving the bar empty and pressing enter will search for all your leads in either the Recruiting or Retention menu, depending on which side of Brokerkit you're currently working on.
You can also search on names, email addresses, phone numbers, company names, office IDs, or agent IDs. If you want an exact match on a company name, add it also in quotes like "Keller Williams."
Note: If you're having trouble identifying who you're texting with, reply to the text with ?who to get information texted to you or find them with the Engagement filter.
Search is great when you need to find a specific lead, most of the time you'll be narrowing your audience for bulk email, smart campaigns, or laser-focused cold calling. Under the Search bar, click Show Advanced Options.
Under Show Advanced Options, we have a lot of options to help you find the right audience:
- Production Value
- Task Due Date
- Last Activity
- Last Appt
- Birthday On
- Engagement (more detail here)
- Labels (more detail here)
Most of these do exactly what you'd expect, and each option you select narrows your search parameters more and more. For example, searching by city enables you to search based on a geographic region, and you can specify multiple cities in a given state. If you're targeting high producing agents at brokerages you know have a high split, you'd use Production Value or Production and Company. If you want to share an agent's recent success story with all the leads they've referred to entice them, you'd use Referrer.
One important thing to keep in mind is, under each category you can select as many or as few options as you'd like. If you'd like to see everyone with a production label of Mid (1/2 Cap for KW) or less, you'd select Mid (1/2 Cap for KW), Low (1/4 Cap for KW), New, In School, and Not Licensed.
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