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intakedesk / PowerBI-General

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CRM Tasks assigned report #520

Closed CesarITD closed 4 years ago

CesarITD commented 4 years ago

On Apr 15, 2020, at 7:43 PM, Richard Smith richard@intakedesk.com wrote: We need to see tasks assigned by Brandie in the CRM and who she assigned them to. I tried to pull it up in the Tasks module in the CRM but theres no selection for who created the task

From: Howard Knaster howard@intakedesk.com Date: Wednesday, April 15, 2020 at 8:35 PM To: Richard Smith richard@intakedesk.com Cc: Nicholas Musco nick@intakedesk.com, Eduardo Garza egarza@intakedesk.com, Jesus Gonzalez jesus@intakedesk.com Subject: Re: CRM Tasks assigned report

Richard-

Specifically these Tasks are related to CBs or Missed CBs or some type of follow call being assigned to an intake rep or another person on team by Brandie when she “sweeps” . This entire process she goes through not only is not efficient but it’s not being tracked. This needs serious attention.

jesusitd commented 4 years ago

Released tab "Tasks" in REMOTE AGENTS. tasks remote

jesusitd commented 4 years ago

Report no longer under scope.

Considered released.