Client reviews identify ways to improve service and better understand client needs. Although reviews are automated, you can manually trigger a review.
Contents
Prerequisites
Know how to conduct a client review.
Triggering a manual review
Go to the side menu and click Contacts.
Search for a client.
Click the Edit button.
Click the REVIEWS tab and then click the Trigger Review Now button. That's all.
Viewing the results
Go to the side menu and click Boards > Reviews. BrokerEngine displays the contact name on the Review in Progress stage.