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
Applies to: Administrator · Agency Administrator · Branch Manager · Agent · Supplier What Are Exceptions? Most of your transactions will move through the pipeline smoothly — but not all of them. MoveIT proactively identifies instructions that may need your attention and surfaces them in the Task Manager, so your team can act quickly and …
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 …