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Customise Boards and Stages

  • Updated

BrokerEngine allows you to customise the entire lifecycle of your leads and deals. You can modify board names and order, and stage names and order.

Note: All the settings included in this article are global settings. That means any customisations made here will be applied to all users within your BrokerEngine account.

In This Article

  1. Open the Boards and Stage Settings
  2. Reorder Boards
  3. Create a New Board
  4. Delete a Board
  5. Add Stages
  6. Configure Stage Card Settings
  7. Configure FinanceVault Details
  8. Manage Stages
  9. Exclude a Board from Metrics
  10. Troubleshooting

Step-by-Step Guide

Follow these steps to customise boards and stages:

Step 1 — Open the Boards and Stage Settings

  1. Click the account icon on the bottom left hand corner of any screen.
  2. In the Settings column, click Workflow.
  3. Click Boards and Stages. BrokerEngine displays a list of your current boards.

 

Step 2 — Reorder Boards

Optionally, change the default display order of boards in the side menu (and other lists).

On the Boards and Stages page, click and drag a board name into the order of your preference.

 

Step 3 — Create a New Board

Note: Each BrokerEngine board must have a unique name. This protects you from unwanted duplications.

To create a new board, go to the Boards and Stages page and click the New button. A new page displays.

Complete two main sections and click Save:

  1. Board details — Enter a board name. Click the Type field and select an option. Select a FinanceVault visibility level. Enter a description.
  2. Stages — Includes Stage Details, Card Details, and FinanceVault settings.

Step 4 — Delete a Board

Open a board, scroll to the bottom of the page, and click the Delete Board link next to the Save button. Click OK in the confirmation popup. There is no undo option.

Warning: A deleted board cannot be restored. The board must not have any deal cards allocated to it (active or archived) to be able to be deleted. If you are having trouble deleting a board, please contact support@brokerengine.com.au and we can assist.

Step 5 — Add Stages

Each new board starts with one default stage. To add stages, click the Add Stage link. For each stage, review three sections (Stage Details, Card Details, and FinanceVault) and configure settings as required.

Adding stage details

  • Change the default stage name (optional). BrokerEngine displays this label on the board and cards.
  • Click the Stage Mapping field and select a menu option. This selection affects the board's built-in card automation.

Step 6 — Configure Stage Card Settings

Optionally, switch on the Show Days-In-Stage Indicator toggle to display a counter on cards in this board stage.

  • Stage Due Days — Enter an integer if you want BrokerEngine to keep cards moving through the stage in a limited amount of time.
  • Turn Amber — Enter an integer to display the due date in orange X number of business days before the stage due date.
  • Turn Red — Enter an integer to display the due date in red X number of business days before the stage due date.
  • Add Stage Due Task — Switch on to automatically create a task when a card moves into this stage.
  • Include In Duration Metrics — Switch on to include the stage in metrics reports.

Step 7 — Configure FinanceVault Details

  • Set a different Stage Name in FinanceVault — Optionally, check the box to display a custom stage name in FinanceVault status tracking.
  • FinanceVault Visibility — If you set the visibility to Always Hidden, you can't select a stage visibility setting.
  • Stage Media Type — Upload an image or insert the URL for a video.
  • Attachments — Upload a file.
  • Stage FinanceVault Description — Enter information about the stage for clients.

Step 8 — Manage Stages

Adding a child stage

To create a child stage, hover the mouse on a stage name and click the plus (+) icon. BrokerEngine adds two child stages. Select a child stage and configure settings.

Reordering stages

To change the stage order inside a board, click and drag a row to a new location.

Deleting a stage

Hover the mouse on a stage name and click the trash icon. Select OK in the confirmation popup.

Warning: A deleted stage cannot be restored. The stage must not have any deal cards allocated to it (active or archived) to be able to be deleted. If you are having trouble deleting a stage, please contact support@brokerengine.com.au and we can assist.

Step 9 — Exclude a Board from Metrics

  1. Go to the Boards and Stages page and open a board.
  2. Scroll down to Card Details.
  3. Switch off the Include In Duration Metrics toggle.
  4. Click Save.

Step 10 — Troubleshooting

Deletion of this Stage is protected to prevent unwanted data loss

You might see this error if you try to delete a stage that has cards assigned to it or metrics associated with it. If you see this error message, please contact support via the chat bubble in the bottom right corner of the BrokerEngine screen, or email support@brokerengine.com.au.

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