BrokerEngine

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Information on metrics within BrokerEngine

Check which stage each of your projects is situated at and what needs to be done to move them to the next stage

Help clients make smart decisions with a comparison table

Customise a proposal that you can send out to your clients

Create boards and stages that match your workflow

Add a broker to a new card or change the assignment on an existing deal or lead

Display cards with a specific user and team role

This article will explain how to add a Note to a deal, so you have a record of the actions you have taken.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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