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 Home / Administrative / Automation Rules / Automated Tasks
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Automated Tasks

Setup rules to automatically generate tasks for associates to complete when specific conditions are met. Rules can be based on customer purchases, service jobs, wish lists, and more. Use this feature to create workflows to keep associates engaged with your clientele.

In this section

  • Automated Tasks: Overview
  • Automated Tasks: Creating Rules
  • Automated Tasks: Editing / Deleting / Undeleting Rules
  • Automated Tasks: Examples
  • Automated Tasks: Printable PDF
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