LeadMaster F.A.Q – ‘Due not before’ and ‘Due not after’ in Task manager

Can you explain ‘Due not before’ and ‘Due not after’ in Task manager?

  • This is the time interval given to an account mgr/partner rep to complete a task.  The specific time interval begins once the record is assigned.
  • Think of ‘Due not Before’ as equal to ‘Can’t start until after’.
  • Due not before can equal zero, which means the task can be completed immediately.
  • Due not after is the deadline.  If the task is not completed by the deadline then the task is overdue and the specified actions will be taken – such as reassign the record, send an email to the manager etc.

 

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