Update – Tasks will now display contact information linked to any task

Use case – Easier to view and communicate with the contact.

Process   

• Navigate to Account 360
• Click on the Tasks tab, and choose the Task name

• Contact Info (Email, Phone, Address) will be displayed on the right pane of the screen. In this section, you will find the following:
  • Contact information with the options to Call, send an Email/SMS
  • Add notes to the contact
  • Add File and Activity to the contact
  • Add a deal card and view deals linked to it
  • View the number of policies linked to contact

Note: You may view the contact information pane from any screen that displays tasks.

• Contact 360

• Pipeline

• Activity dashboard

• Tasklist