Use the Copy feature to clone a lead or deal card. You'll save time by copying over details and then updating fields that require unique details.
Contents
Prerequisites
Know how to create a lead or deal.
Opening a card
The steps below show you how to copy a lead card. Follow the same steps to copy a deal card.
Log in to your BrokerEngine account.
Go to the side menu and expand the Boards folder.
Click the Leads link.
Scan the list and locate a lead. Optionally, enter a name in the search bar.
Double-click the name on the card. The card opens in Full View mode.
Copying a card
Go to the top of the page and click the More button. On the drop-down menu, click Duplicate Lead.
On the popup window:
Enter the name of the new lead.
Check one or more boxes to transfer information from the original card to the cloned card. (optional)
Confirm the default setting in the Move to Board and Stage field or select a different option.
Click Duplicate to create a new card.
BrokerEngine returns to the lead card (Full View mode). Now, you can add, remove, or edit applicants and applicant roles.
Click here to learn how to add or remove applicants and modify applicant roles.
