Send Past Due Tasks as notification
Admin can notify their agents of all the tasks due on the current date. Slide the toggle bar to enable this notification for agents. The
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due date
Renewal Pipeline Automation
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
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
