BrokerEngine

Learn how to manually assign a user to a Team Role on a 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/6771413-create-a-team-role">create a team role</a>.

Scroll down to the Assigned Team / Team Roles widget in the sidebar.

1. Open a lead or deal.
2. Scroll down to the Assigned Team / Team Roles widget in the sidebar.
3. Click the pencil icon.
4. Go to the Team Roles box.

Go to a team role and click the user icon. Select a name on the drop-down menu. BrokerEngine adds that user name to the card and auto-saves the change.

<a href="https://kb.brokerengine.com.au/en/articles/5239061-auto-assigning-of-workflow-tasks">Auto Assign Tasks Using Workflows</a>

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

Delegate responsibilities on a lead or deal

Assign a Team Role to a Lead or Deal

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Track the progress of all tickets related to your company.

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Contents

Prerequisites

Assigning a team role

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