Account Workflow Actions

Account Workflow Actions for Last Activity Date Left click a pill here to identify the actions taken that will set Last Activity Date on an account. Notate Account ->Any action taken in the Notate Account Session using th...

Account Workflow Actions for Last Work Date Left click a pill    to identify the actions taken that will set Last Work Date on an account. Notate Account ->Any action taken in the Notate Account Session using the "App...

Account Workflow Actions for Primary Agent Left click a pill here to identify the manual actions taken by an agent that will stamp them as the Primary Agent on an account. Notate Account ->Any action taken in the Notate Account Sess...

Workflow This is a simplified summary of workflow. Workflow may be unique for every agency. There may be many variables including users who fulfill more than one of the roles listed below.  Best Practice Before implementin...