The best part about processing an application through Agentcis is that we can add various activities at each stage of the application and track them all at the same time. The following permission is required to perform this action:
The activities that can be performed in each stage of the applications are:
Please note you should have permission to edit the application for this.
1. Adding notes - Notes can be used to add further comments about the client’s needs and preferences about the service they would like to undertake. We can use notes to add any important details about the application right in its present stage. For this:
Step 1: Open the detail page of the application.
Step 2: Select the Notes icon in each stage of the workflow of the application.
Step 3: Pop-up will appear. Add the details of the notes.
Step 4: Save once completed.
The Notes added or deleted will be shown under the Activities.
Similarly, the details of the Notes can be seen under the Notes section
2. Documents can also be added in each stage. For this
Step 1: Select the Document icon
Step 2: Select the option “ Agentcis Document” or “Select from Device”
Step 3: Select the option to upload
Step 4: Save once uploaded.
Please note the maximum limit of the document to upload is 50 MB
Appointments can also be added in each stage of the application. For this,
Step 1: Click on the appointment icon
Step 2: A pop-up will appear. Fill in the details of the appointment.
Step 3: Save once completed
Further, email the client directly from the application stage. This is a great feature to stay in constant communication at all stages of the application process.
Step 1: To send an email, click on the mail icon
Step 2: Fill in the details of the email on the pop-up that appears on the right.
Please Note: Placeholders will only work if you select the optionSend Individual.
Step 3: Click on Send once completed.
The email sent details will be shown in the Activities section.
Note: The emails sent are also shown in the conversation tab of the client profile.
