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Task sequence exercise

Task sequence exercise Imagine an account with a 1/1 effective date that will enroll in December with 20 employees. What email reminders would help you? Name the task, select reminder date, and how long it’ll take to complete.

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Task sequence exercise

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  1. Task sequence exercise Imagine an account with a 1/1 effective date that will enroll in December with 20 employees. • What email reminders would help you? Name the task, select reminder date, and how long it’ll take to complete. • Agents will get one email per task per month which lists ALL the account due that month for that task. • Tip: Select a different “Date” for each task so when agents won’t get more than one email per day. System will automatically recalculate tasks for each month when assigned (Admin does 5 clicks after BoB import to assign) Support@fmyi.com | fmyi.com/bob | 888.369.4266 ext. 1 | FMYI [for my innovation] V0141

  2. Overdue Expands to show due and overdue Agent View plan for all or each agent Time Know what to do now and then List Organize and access opportunities Completed • Your personalized task dashboard Upcoming Overdue On the homepage manage the task sequence for each agent with powerful filters to prioritize their efforts. ✓ 14 6 Completed Upcoming Overdue Completed Completed Upcoming Upcoming Support@fmyi.com | fmyi.com/bob | 888.369.4266 ext. 1 | FMYI [for my innovation] V0141

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