We use cookies to try and give you a better experience in Freshdesk.
You can learn more about what kind of cookies we use, why, and how from our Privacy policy. If you hate cookies, or are just on a diet, you can disable them altogether too. Just note that the Freshdesk service is pretty big on some cookies (we love the choco-chip ones), and some portions of Freshdesk may not work properly if you disable cookies.
We’ll also assume you agree to the way we use cookies and are ok with it as described in our Privacy policy, unless you choose to disable them altogether through your browser.
Created By Michelle Mecca
RequesterIt would be really helpful, the under admin/manage agents tab, once you complete an agent details page there is another page with a checklist of things the agent must complete during their onboarding. Just like a transaction checklist you can add/edit the lists so they can see and click on tasks they have done and see what needs to be done going forward. Should be able to assign checklist on the admin side and check off on the agent side when completed.
0 Votes
2 Comments
SkySlope Support posted about 2 months ago Admin
Created By Tracey Titus
RequesterThis would be a big help to us as well . Having an onboarding checklist would be a game changer for us. Allowing us to get rid of redundancies and extra tracking via spreadsheets.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Michelle Mecca
Requesterand I would like to add the ability to edit a post when you see a typo afterwards haha
0 Votes
Login or Sign up to post a comment