Filtering a board (e.g. Leads or Deals) Team or Team Role is an efficient way to manage cards that apply to you.
If you joined BrokerEngine recently, you may not see the option to create Teams. We redacted and replaced this feature with a more powerful Team Roles functionality. Users who joined BrokerEngine before the introduction of Team Roles still have access to the Assigned Teams functionality to not disrupt their workflow setups. We encourage all users to switch to Team Roles as it has all the same functionality as Teams, plus more.
Contents
Prerequisites
Filter by Team Role
Filter by Assigned Team
Removing a filter
Related articles
Prerequisites
Set up and use Team Roles
Filter by Team Role
Once you have set a filter, the filter will remain across all your dashboard until you manually remove it.
1. Go to any dashboard (Leads, Deals etc)
2. Click the Filter icon in the top right corner of the page.
3. Select Team Role you are assigned to in cards. In this example we'll use Loan Processor. A popup displays.
4. In the popup, select all users you would like to view the cards for. In this example I've now set up a filter to only see any lead or deal cards that user Shelley Maher has been assigned as the Loan Processor on:
Filter by Assigned Team
Open any dashboard.
Click the Filter icon in the top right corner of the page.
Check the Assigned Team box. A popup displays.
Go to the popup and select one or more team names. Click the X icon to close the popup. BrokerEngine filters the board and shows stages and cards with a matching assigned team name.
Removing a filter
Can't find a deal you are looking for or are there no deal cards appearing on your dashboard? 9 times out 10, it's a filter hiding them.
Here's how to remove a filter:
1. Click the filter icon
2. Untick the boxes next to any selected options.
3. Click the X icon to close the popup.
