Task Approval Skipped for Marketing Opportunity
Overview:
In this article, we'll review how to utilize and apply the Task Approval Skipped feature within a Marketing Opportunity. When building/editing a Marketing Opportunity, checking Task Approval Skipped will bypass the agent/assistant approval step in the Task workflow.
- Primary use would be for a task that does not need to go through agent approval process.
- Can be used for tasks designed to get particular information from an agent (like a form) without agent needing to do anything else.
- Non-Marketing related Tasks
Please find the available resources below.
Quick Reference:
Video Example:
For a complete video walkthrough on Task Approval Skipped, watch the video below.
NOTE: This example shows impersonating an agent to order Merch, and also uses the feature "Mark as Done." See Scribe above for further clarification.
