Brokerage Engine Support

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. 



















Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article