Brokerage Engine Support

Task Approval Skipped for Marketing Opportunity 


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. 

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