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Manually Trigger Reviews

Update information and generate recommendations

Aldrin Cosino avatar
Written by Aldrin Cosino
Updated this week

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

  1. Go to the side menu and click Contacts.

  2. Search for a client.

  3. 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.


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