This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What are tasks? Tasks can be created in MoveIT in order to help users and their teams manage activities related to their referrals and instructions in the system. How can I create a task? At present, the …
Monthly archives: July 2023
Task Manager & Exceptions
This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What are Exceptions? Whilst most of your transactions will seamlessly move through your pipeline, you will get some exceptions. MoveIT will proactively identify items that may require your attention and display them in the Task Manager. You …
Referral Pipeline
This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What is the Referral Pipeline? The Referral Pipeline is the central point of MoveIT where all users are able to view any quotes, referrals and instructions that have been created. Items are organised into separate tabs depending …