Delegate Work

Broker Handover Checklist & BrokerWizard

• Effective Delegation with the Broker Handover Checklist

Team Roles

• Introduction to Teamwork in BrokerEngine
• Team Roles Overview
• Create a Team Role
• Assign a Team Role to a Lead or Deal
• Manually Assign or Reassign Tasks

Tasks

• Manage and Update Tasks
• Email to Task Overview
• Create a Task Template
• Create a Task from Sending an Email
• Create an Ad Hoc or Manual Task within a Lead or Deal
• Tasks Overview

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Teams

• Create a Team