BrokerEngine

Learn how to manually assign a user to a Team Role on an existing lead or deal.     

<a href="#h_1eac2d25ad">Prerequisites</a>

<a href="#h_b9c6e8a7db">Assigning a team role</a>

<a href="#h_21e35291e9">Related articles</a>

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Know how to <a href="https://kb.brokerengine.com.au/en/articles/9316765-create-a-team-role">create a team role</a>.

Click Overview &gt; Team in the side menu.

Click a role field and select a user. BrokerEngine auto-saves your selections.

1. Open a lead or deal in full view mode.
2. Click Overview &gt; Team in the side menu. 
3. Click the Team Roles tab. 
4. Click a role field and select a user. BrokerEngine auto-saves your selections.

<a href="https://kb.brokerengine.com.au/en/articles/9373653-auto-assign-tasks-using-workflows">Auto-Assign Tasks Using Workflows</a>

<a href="https://kb.brokerengine.com.au/en/articles/6794582-filter-a-board-by-team-role-and-user">Filter a Board by Team Role and User</a>

Delegate responsibilities on a lead or deal

Assign a Team Role to a Lead or Deal

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Assign a Team Role to a Lead or Deal

Contents

Prerequisites

Assigning a team role

Related articles