Now, while adding tasks, you can select policies and map them to tasks associated with a particular account, contact, and deal card
To view the enhancement:
- Click on the Accounts module.
- Select any account and navigate to the Account 360 view.
- Click on tasks to assign a task to the account.
- While adding a task, you can map the policy to the task associated with the ‘account’ using the ‘select policy’ option.
- Select the policy to map with the task associated with the account.
- Click Save.
- You will be then able to view the policy number mapped to the task successfully.
If you haven’t chosen a policy while adding a task, you can easily do so by following these steps:
- Select the task you created.
- Click on the three dots icon associated with the task.
- From the dropdown menu, select the ‘Map Policy‘ option.
Note: You can link existing policies to tasks from various modules like accounts, contacts, deal cards, and the task list.
