IMPORTANT NOTE: This only happens one way i.e., the status of the opportunity in Mercury will not change if you update the stage of the deal in BrokerEngine.

Step 1: Set up Mercury - BrokerEngine Stage Mapping

Go to Profile Settings>Integrations>Connective Mercury in BrokerEngine

Referencing your default Mercury statuses, set up the corresponding BrokerEngine stages

Check the box to automatically update Lead/Deal stages based on status changes in Mercury.

Note: Ensure Mercury status names are correct as they are case-sensitive.

Click on SAVE

Step 2: Update the status of the opportunity in Mercury

Go to any opportunity that is linked to BrokerEngine

Change the current status of the opportunity you wish to update

Step 3: BrokerEngine Stage should automatically update

Go to the relevant deal in BrokerEngine and notice that stage has also been updated.

Note: Any workflow that is linked to a particular BrokerEngine stage should automatically trigger.