Update – Option to choose CSR for sender’s email/phone and assign the pipeline task

Application – Agents using Hawksoft and AMS360 can now personalize communications to clients with CSR’s contact and simplify tasks with easier assigning.

Process:

• Navigate to Pipelines and click on Automation

• Click on Add New Automation Stage

• Under the Email stage, you may choose the CSR’s email.

• Under the Text stage, you may choose the CSR’s phone number.

• Under Task, click on the drop-down under Assignee and choose CSR.