Link Policies to Tasks
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
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Account Management and Dashboard
Information about Account Management and Dashboard
Map dealcard to task
The feature of mapping a deal card to a task was previously unavailable in Account 360 or Contact 360. However, now there’s an option to
Deals, Files, Notes, Tasks in Account 360
Release Date: September 23, 2023 Overview We have introduced separate Tasks and Notes tabs in Account360. This enhancement provides better visibility into account-related activities by
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
Task Overview in Pipeline Card View
Task Overview functionality is available for all the roles- admin and agent. It is applicable for both shared and private cards. How can you have the Task Overview, and
My Task List: Dashbaord
My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or
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
Task Filtered by Due Date (BST)
What is the completed date in a task? What are task filters in Pipeline Manager? How to do multiple selections and assign actions from Tasklist?
