Each action created will have a priority associated with it. You will notice your account will come loaded with 4 priority codes but feel free to customize these to match your terminology. You will be able to pull reports and create email notifications based on priorities. To customize priority codes:
Auto Schedule
The priority auto schedule creates an automatic calendar entry based on the configuration for each priority code. In the below example the priority code Critical may have an auto schedule enabled for the same day, next day etc. You may also select a custom date on how the codes should be scheduled as well.

Comments
0 comments
Article is closed for comments.