Task Automator Mass Actions

How to Skip Tasks or Finish Prospects in Mass/Bulk

Jennifer Rice

Last Update há um mês

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

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