Option to add CSR as assignee in Renewal pipeline cards for EPIC.
Description: Assign the renewal card to the “CSR of the account” after the renewal automation has been enabled and the card has been created. Any
CSR
CSR filter in contact for HawkSoft
Description – The contacts\’ filters now include the CSR filter. Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and
