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Import a Product Scenario into a Lead or Deal

  • Updated

Instead of creating a product scenario from scratch, save time by importing an existing scenario.

Contents

Prerequisites
Importing a scenario
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Prerequisites

Know how to create a product scenario.

Importing a scenario

  1. Open a lead or deal in full view

  2. Expand the Strategy section in the left hand sidebar

  3. Click Products

  4. Click Import Scenario. A popup displays

Selecting a scenario

The popup displays a list of existing product scenarios. Some scenarios were created for specific deals, and some are standalone files not linked to a deal.

  • To review a scenario, click a name. The scenario opens in a new browser tab.

  • To import a scenario, return to the popup and click the option button next to a scenario name. Click Link to select Deal.

 

BrokerEngine adds the scenario to the Products page. Click the Find Products button to open the scenario and edit fields.

 

 

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Customise a Product Scenario
Insert a Product Scenario into a Smart Doc (Proposal)

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