We’ve introduced a powerful new tool to help managers oversee critical tasks and approvals within Rex CRM.
What’s New:
- New Track Reminder Type: Tracks can now include an internal approval reminder for tasks requiring sign-off (e.g., vendor letters).
- Progress Blocking: The rest of the track is paused until approval is received.
- Approval Workflow:
- Approvers can approve or reject the reminder, with the full history of communications saved.
- Super Admins can approve or reject any reminder, even if not the designated approver.
- Email Notifications: Assignees and approvers are notified about requests and approvals, keeping everyone in the loop.
Why This Matters:
- Managers can oversee tasks requiring their approval.
- Agents get the sign-offs they need while staying compliant.
- Improved oversight ensures better processes and accountability for critical tasks.
