Broker Settings

Broker Settings
Access via Settings → Broker Settings:
Setting
Description
Broker Contract
Upload the default contract file template.
Can't Add Duplicated CIL
When ON, prevents duplicate CILs from being added.
Can't Add Duplicated CIL to the Same Broker CILs
When ON, prevents the same broker from submitting a duplicate CIL.
CIL Duplication Rejection Message
Message shown when a CIL is rejected as duplicate (e.g., "This CIL is Rejected").
CIL Duplication Acceptance Message
Message shown when a CIL is accepted (e.g., "CIL Added Successfully").
CIL Expiration Days
Number of days before a CIL expires.
Leads ID
Default Lead ID assigned to broker leads.
Block New Brokers By Default
When ON, all new brokers go to Pending/Blocked tab automatically.
Activity Todo Date (accept old date)
When ON, allows setting past dates for activity todo dates.
Start Contract Serial From
The starting number for contract serial numbering.