During a note sync, BrokerEngine generates a note and links it to the relevant FLEX opportunity or application record. This link is established only after the lead or deal is synced to FLEX allowing it to acquire a FLEX ID for connecting the note record.
You can push data from a note as many times as required. Each data push creates a new note record in the attached FLEX opportunity or application.
Contents
Prerequisites
Turning on note sync
Sync notes to a FLEX application
Adding a note to a lead or deal card
Confirming the note was copied
Related articles
Prerequisites
To push information from BrokerEngine to FLEX, first integrate FLEX with BrokerEngine.
Before you can copy a note across to FLEX, the card you're adding the note to must be synced to FLEX. Either sync the lead or deal to FLEX or manually link the deal or lead to a FLEX opportunity or application.
Turning on note sync
You don't need to turn on note synchronization to push notes to FLEX. However, if note sync is turned on, BrokerEngine defaults to displaying the Add Note & Sync to FLEX button on notes.
To enable note syncs, go to the side menu and click More > Settings > Integrations. Scroll down to FLEX and expand the folder. Check the box next to Automatically sync notes created in BrokerEngine to FLEX. Click Save.
Sync a Note to a FLEX Application
When you promote a FLEX opportunity to an application, FLEX creates a new FLEX ID for the application. Before you copy notes from BrokerEngine to a FLEX application, update the FLEX ID that BrokerEngine stored for the lead or deal.
Adding a note to a lead or deal card
If you integrated FLEX with BrokerEngine but didn't turn on note sync, BrokerEngine displays the Add Note Without Sync button. Click the down arrow next to the button to select Add Note & Sync to FLEX.
Open a lead or deal card. Go to the Note tab and enter the note text. Add styling, formatting, or links. (optional)
To save the note and push it to FLEX, click Add Note & Sync to FLEX.
If you don't want to sync the note to FLEX, click the down arrow beside the button and select Add Note Without Sync.
Confirming the note was copied
Inside the deal or lead, go to Activity Feed.
Scroll down the list to your note.
Look for a cloud icon next to the Note Added heading. The cloud icon indicates a successful sync to FLEX.
Related articles
How BrokerEngine pushes data to FLEX
Push a lead or deal to FLEX
Link a lead or deal to a FLEX opportunity or application
Sync a FinanceVault Fact Find to FLEX
Merge duplicate contacts in FLEX