BrokerEngine

Learn how to move a Lead card to a stage on the Deal board.   

<a href="#h_aae3ef1724">Prerequisites</a>

<a href="#h_42e1c57153">Moving a card</a>

<a href="#h_dcff474181">Related articles</a>

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Click the three-dot icon next to the lead name. A menu displays.

1. Open the Lead board and select a card.
2. Click the three-dot icon next to the lead name. A menu displays.
3. Select <b>Move Board</b>.

1. Select a board. 
2. Click the field and select a stage.
3. Click <b>Confirm</b>.

BrokerEngine moves the card to the new board and stage.

<a href="https://kb.brokerengine.com.au/en/articles/5584750-how-to-clone-an-existing-lead-or-deal">How to Clone an Existing Lead or Deal</a>

<a href="https://kb.brokerengine.com.au/en/articles/5334531-managing-the-owner-broker-of-a-deal-or-lead-card">Manage the Owner/Broker of a Deal or Lead Card</a>

Convert a Lead into a Deal

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Contents

Prerequisites

Moving a card

Related articles