We have to assign tasks to individuals in the office with each transaction. Isn't there a way that they can be auto assigned and auto - accepted.
Within that same category, isn't there a way to sort in the tasks and reminders by closing date??? We work as do most agents by what is coming up first or closing soonest. It would be very beneficial if our tasks (on the email version) were in closing date order as that is how we prioritize the work day. I would think that an agent using the system would want to work in that way as well.
Can't sort alpha order either so there isn't a nice clear way of sorting that would assist us.
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