Update – Tasks will now display contact information linked to any task
Use case – Easier to view and communicate with the contact.
Process
- Navigate to Account 360
- Click on the Tasks tab, and choose the Task name
- Contact Info (Email, Phone, Address) will be displayed on the right pane of the screen. In this section, you will find the following:
- Contact information with the options to Call, send an Email/SMS
- Add notes to the contact
- Add File and Activity to the contact
- Add a deal card and view deals linked to it
- View the number of policies linked to contact
Note: You may view the contact information pane from any screen that displays tasks.
- Contact 360
- Pipeline
- Activity dashboard
- Tasklist
