Managing accounts linked in an Organization
Primary Features of an Organization
Organizations in Brokerkit serve three main functions:
1 - Enable the transfer of recruiting leads and retention team members across offices. To learn more about transferring profiles in Brokerkit Recruiting and Retention, click here.
2 - Enabling rolled-up reporting for the organization in the reporting tab. To learn more about reporting, click here.
3 - Enable the donation of campaigns to the campaign library within the organization. To learn more about donating campaigns, click here.
Managing Pipeline and Activity Reports