F.A.Q – ‘Due not before’ and ‘Due not after’ in Task manager

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 LeadMaster as equal to ‘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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