Client reviews identify ways to improve service and better understand client needs. Although reviews are automated, occasionally, you might want to trigger a review manually.
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.
Viewing the results
Go to the side menu and click the Reviews tab. BrokerEngine displays the contact name in stage Review in Progress.
