# Broker CILs

## Overview

**Broker CILs** (Client Information Letters) are submitted by broker companies through their own CRM login. This tab shows all CILs received from brokers.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/qWMimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/qWMimage.png)

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## How It Works

1. A broker company has a profile in the system and can **log in to the CRM**.
2. They submit CILs for clients they are bringing to you.
3. The CIL appears in this tab for review.

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## Broker CILs List

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Client name on the CIL.</td></tr><tr><td>**Salesman**</td><td>Salesman assigned (if converted).</td></tr><tr><td>**Phone**</td><td>Client phone number.</td></tr><tr><td>**Email**</td><td>Client email address.</td></tr><tr><td>**Date**</td><td>Date the CIL was submitted.</td></tr><tr><td>**Broker**</td><td>The broker company that submitted the CIL.</td></tr><tr><td>**User**</td><td>The user who processed the CIL.</td></tr><tr><td>**Actions**</td><td>Convert to Lead or Reject.</td></tr></tbody></table>

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## Converting a CIL to a Lead

1. Review the CIL details.
2. Click **Convert to Lead**.
3. Select the **salesman** to assign the lead to.
4. The salesman must be linked to the broker company — otherwise they won't appear in the dropdown.
5. Confirm — the CIL becomes a lead in the salesman's pipeline.

> ⚠️ If the CIL shows **Reject** instead of Convert to Lead, it means the lead already exists in the system as a duplicate. Check the Duplicated Leads section.

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## Filters

<table id="bkmrk-filter-description-d"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Date**</td><td>Filter by submission date (From / To).</td></tr><tr><td>**Broker**</td><td>Filter by broker company.</td></tr><tr><td>**Broker Agents**</td><td>Filter by specific broker agent.</td></tr></tbody></table>

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## Adding Custom Fields to the CIL Form

1. Go to **Setup → Fields Setup**.
2. Click **Add New**.
3. Set **CIL** option to **True**.
4. Configure: Field Name, Data Type, Set as Unique if needed.
5. **Save** — the field will appear on the CIL form.

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## Adding a CIL Manually

You can also add a CIL manually by clicking **Add New** in this tab and filling in the client details.