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Question 19/117

Universal Containers (UC) has created a new partner onboarding process that requires an agent to create 10 open activities that correlate to a step of the onboarding experience. UC typically adds 20 new partners a week. Creating activities is labor intensive and can take up to
20 minutes each to complete.
What is a cost-effective method for agents to create these activities?

Recent Comments (The most recent comments are at the top.)

Ignacio - Jul 24, 2024

Explanation: While a Screen Flow can guide agents through the process of creating activities, it still requires manual intervention for each step, which may not significantly reduce the time and effort needed for each partner onboarding.

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