Assigning Agent
In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function
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assign agent
Multiple Select and Assign Agents in Contacts
You can assign agents for multiple contacts in one go! To view the enhancement: Navigate to contacts Select the contacts for whom you want
Single Contact Drip
In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in
