BrokerCentral

How to add/create a new lead in BrokerCentral

Adding a New Lead

How to add more than one lead by importing lead data from a spreadsheet

Bulk Uploads of Leads

The lead is no longer viable or you have a duplicate lead

Removing A Lead

Leads are the start point for your policy this is how to add them

Lead Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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