Task Automator Mass Actions
How to Skip Tasks or Finish Prospects in Mass/Bulk
Jennifer Rice
Last Update hace 3 días
As a rep, you might find yourself needing to have added control on the tasks that have been served up by your Regie Agent for you to complete.
See how to skip a task or finish/remove a prospect from the dynamic sequence when most appropriate, providing you the ability to manage your task list.
Skip Task = Will skip the selected task but prospect will remain in sequence with the Regie Agent
Finish = Prospect will be completely removed from the sequence and no longer worked by the Regie Agent