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What would make BrokerEngine more useful to you?
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Allow Deal Owner to be set by Team Role
Feature request
Under Review
September 01, 2025
Currently the deal owner can only be the Broker or the assigned team.
It would be ideal if we could assign someone in a team role on the deal to be the deal owner at any given time. Furthermore, adding a workflow step that assigns the person in a particular team role as owner of a deal at the appropriate time would allow us to automate the change in ownership, and more easy visibility of ownership right from the board.
2 comments
Russell
one year, 4 days ago
Status updated to 'Under Review'
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Russell
one year, 4 days ago
'Allow Deal Owner to be set by Team Role' has been merged into this idea
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