Brokers are organizations you work with in order to receive new leads.
You can add a broker account into Operate by going to Member > Accounts.
Click New - or Get Started if this is your first record. Select Broker on the Account Type screen. You can customize your account types by creating your own record types under Settings > General > Customize > Accounts > Record Types.
Next, add your broker information:
Select the Owner of this broker account - the person who is primarily responsible for the relationship with this broker.
Add the Account Name
Enter your broker’s Email
Enter the Telephone number
Add their Website
Select the Agent Type - The default values are Commercial Agent or Web Broker. You can add your own agent types by clicking the “+” sign next to the dropdown.
Enter the broker’s full address in the fields on the right: Address, Town/City, County/State, Postcode/Zip and Country.
Save your changes when you are ready.
