Create Tasks
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
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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
More Section- InsuredMine Agent Application
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any taskUse case – Easier to view and communicate with the contact. Process   Navigate
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
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
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
