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Process manager

Action Create agent’s log / activity

By clicking on the action “Brokerage book / activity” the following mask appears:

Hereby you enter targeted entries in the agent’s log when reaching certain process steps

The following input options are available here:

Here you specify an action type.

Set an action type here.

The additional info writes in the remark of the created agent’s log / activity by which process (including process ID) and in which process step this entry was created.

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.