Skip to Main Content
Life BTM Ideas Portal

Auto Upsell approval communication- need to be able differentiate wording based on agent

The business needs the approval communication on upsell cases to be able to be differentiated based on agent. For example - for First Command agents the 48 hour verbiage should not be included.

  • Attach files
      Drop here to upload
    • Admin
      Janelle Rose
      Reply
      |
      Dec 12, 2023

      Closing as business agreed that wording would be the same across agents/company