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Completing Sequence Actions in Bulk on Engage

Completing Sequence Actions in Bulk on Engage

As agents work from the Today view, there may be a list of actions that require no further action or need to be skipped. Checkboxes on the left of each to enable users to complete any one of three actions:

  • Send manual emails leveraging existing template information
  • Mark tasks as complete
  • Skip actions

Bulk Actions

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