Workflow Automation

Workflow Automation






  • Can you explain ‘Due not before’ and ‘Due not after’ in Task manager?


  • It is time interval for account mgr/partner rep to complete the task in specific time interval after record is assigned to them.


  • Think of ‘Due not Before’ as ‘Can’t start until after’.


  • Due not before can equal zero, which means the task can be completed immediately.


  • Due not after is the deadline. If the task is not completed by the deadline then the task is overdue and the specified actions will be taken – such as reassign the record, send an email to the manager etc.


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