Each CRM task assigned to an operator has to be linked with a specific type of action. 

Settings - CRM Tasks - Add Type:

  • Name
  • Visible in the agenda: it defines if the type of task will be visible in the agenda of the operators (the CRM dashboard in the Front-Office)
  • Stored: hide the CRM task during Front-Office operations without losing any previous records.

Please note that in order to cancel or rescind a multipack, it is mandatory to create the corresponding tasks: