If you receive emails that require action from a team member, you can forward them to BrokerEngine for conversion to tasks.
Contents
Prerequisites
Before you can send an email to BrokerEngine to be converted to a task:
Find BrokerEngine's unique task-creation email address
To create a task from an email, you need to forward the email to BrokerEngine. For security, BrokerEngine creates a unique email address for each broker group. This means that the task-creation email address you use might look quite different from another broker's.
To find the address that you can use for sending emails for task conversion:
Open the Tasks page in BrokerEngine.
Click Email to Task in the top toolbar.
Note: If you can't see this button, contact Support and ask us to enable the feature.
BrokerEngine will open a pop-up window.
Click the copy icon next to your task-creation email address.
The task-creation email address will look like this:
task_<string>@email.staging.brokerengine.com.auClick OK to close the pop-up window.
Send an email to this address to have BrokerEngine create a task.
Check that BrokerEngine will recognize your sender's email address
You can only send emails to BrokerEngine for conversion to tasks from an email address that BrokerEngine recognizes. This is a security feature; it helps to ensure that malicious actors can’t hijack the service. It also allows BrokerEngine to ensure that you're kept updated with any changes to the task.
To check whether your email address will be recognized by BrokerEngine:
Click ... > Settings in the side navigation bar.
Check the Email field.
Scroll down to Email aliases for verified domains.
Check this list of addresses.
If your email address isn’t listed in either place, click ＋Add alias and enter the address.
If BrokerEngine displays an Unverified domain under the address instead of adding it, contact Support to have us add the email domain – the [company].com.au part of the email address – to your account.
Send an email to BrokerEngine for conversion to a task
Note: The maximum size for email attachments that BrokerEngine can attach to a task is 10MB. You will receive a bounce email if you exceed the maximum size. If the files were inserted as Google Drive links instead of attachments, will become URL links in the task description box.
When you receive or send an email that you want to ensure is followed up by a team member:
Forward the email from an address that you’ve added as an email alias in BrokerEngine.
Paste BrokerEngine’s task-creation email address into the To field.
Click Send.
View tasks converted from email
Open the Tasks page in BrokerEngine.
Click Filter to display the Filter sidebar.
Expand Task Type.
Tick Imported Task.
BrokerEngine will display tasks that it has converted from emails. Unless previously edited, they’ll be listed in the Low priority section of the task list.
Edit a task converted from an email
To edit a task that BrokerEngine imported from an email for you:
Click a task.
BrokerEngine will open the task in a side pane.
To attach the task to a specific deal or contact record, click Unset and choose a record.
To set a due date, click Select next to Due Date and pick a date from the calendar.
To assign the task to someone, click Select next to Assign and choose a person.
To set the task priority, click High next to Priority and select a new level.
Note:
Tasks are defaulted to Today's date for their due date.
Tasks are automatically assigned to the Broker who sends the email.
Tasks are defaulted to a High priority level.
Troubleshooting
I receive an email saying my task email didn’t go through
Check that your domain is verified with BrokerEngine, and your email address is listed on your profile page.