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Disconnect a lead or deal from FLEX
Disconnect a lead or deal from FLEX

Break the link between a lead or deal in BrokerEngine and an opportunity or application in FLEX

Will Swayne avatar
Written by Will Swayne
Updated over a year ago

Note: Disconnecting the lead or deal and then syncing it again will create a new opportunity in FLEX.

  1. Open the deal or lead that you want to disconnect.

  2. Click the FLEX icon.

  3. Click Disconnect From Flex.

    BrokerEngine will ask you to confirm.

  4. Click Disconnect From Flex.


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