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Task Approval Skipped for Marketing Opportunity
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2 minutes
1
Navigate to Brokerage Engine.
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Click "Invoices."
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Click "Marketing & Services."
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Use "Description" to help search for the Marketing Opportunity you'd like to add this feature to.
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Click here.
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Click Task Approval Skipped.
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Click "Save"
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When an agent orders the Opportunity, an associated Task is created. Click "Tasks" then "Active."
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Locate the Requested Task in the Task Queue. Use the filters, as needed.
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Click here.
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Click "Start Task." Task is now considered "In Progress." *See ALERT below.*
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Alert! You also have the option to "Mark as Done." Using this feature will omit steps 12-13 below.
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The Task now "lives" under "In Progress" in the Task Queue. Again, use the filters to help you search, as needed.
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When the task is complete, click here.
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Click "Submit." NO additional approval step will be sent to the agent.
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The Task is now Done and can be found under Tasks -> Done. **NOTE:** Any tasks completed today will not be added until the next day.
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