Manager Access with limited number of Agents
Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to
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Agency portal
Agency Portal Overview
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
