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add task
Task sync up from Insuredmine to HawkSoft as Suspense
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. To view the enhancement:
Add Deal, and Task from Account360 and Account Name Field in Tasklist
In this article you will learn: How to add deal from account 360 How to add tasks from account 360 and contact 360? Account field
Contacts Module
In this article, you will learn: Add Contacts Contacts Settings Contacts Automation Add tag and disposition in contact automation trigger Contacts Overview Add columns Apply