Skip to main content

Manually Trigger Reviews

Update information and generate recommendations

Aldrin Cosino avatar
Written by Aldrin Cosino
Updated over 2 weeks ago

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.


Related articles

Did this answer your question?