Renewed automation for HawkSoft
While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when
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Workflow Automation
Information about Workflow Automation
Task & Reminder Analytics in Workflow Automation
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Task Analytics The
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. To view the enhancement: Navigate to Engagement Select a Workflow Select
Workflow Automation Tracking on Account Level
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
Workflow Changes – Select agent, redirection, send to myself logic
In the workflow section, the send to myself option has been added so agents can preview their created workflow automation. As well, the user experience
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
To section in the Email and Text automation in Pipeline
Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the
Workflow: Edit workflow for all agents
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
