Getting Started (11)
Training Sessions (82)
Report (7)
Release Notes (22)
Policies (15)
Accounts (14)
Contact (40)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (61)
Setting (17)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
multiple selection
Multiple Select and Assign Agents in Contacts
You can assign agents for multiple contacts in one go! To view the enhancement: Navigate to contacts Select the contacts for whom you want to
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
