InsuredMine CRM | Optimize and Grow Your Insurance Agency

Workflow Automation by CSR in HawkSoft

You can now set up workflow automation by CSR for email and tasks.

 

To view the enhancement:

  • Navigate to Engagement

  • Select a Workflow

  • Select a Stage – Email or Task

  • If the email is chosen, the workflow can be set from the CSR email

 

 

  • If the task option is chosen, you can select the assignee as the CSR

 

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