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>

___________________________________________________________

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

Homepage

Go to BrokerEngine

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Convert a Lead into a Deal

Contents

Prerequisites

Moving a card

Related articles