Configuration - Company Settings - Task Settings
Questions / Support Articles related to the Task Settings section
The Appointment Setting option allows you to create color coding for specific tasks that will show up with the specified color on the Ricochet Task Calen...
Wed, Apr 21, 2021 at 1:42 PM
To allow agents to assign a task to another agent, navigate to Configuration --> Company Settings --> Task Settings and enable the setting "Al...
Wed, Apr 21, 2021 at 1:54 PM
You can allow agents to create a task for un-owned leads by going to Configuration --> Company Settings --> Task Settings, expanding the section an...
Wed, Apr 21, 2021 at 1:56 PM