Spend less time on essential tasks

Learn how to configure system automation with CRM features for improved efficiency.

• Similar tasks appearing at the same time
• Deleting Your Referral Data - Use Tasks as Reminders

Bulk actions

• Change referral owner in Bulk (Batch Action)
• Change referral status in bulk (Batch Action)
• Complete or raise/add a task in bulk (Batch Action)
• Completing tasks in bulk from the Dashboard
• Send a text message in bulk (Batch Action)
• Send an email in bulk (Batch Action)

Tasks

• What can I do with Tasks in ReferAll?
• Task management
• Create a new task (user generated)
• Create a new task (event based)
• Enable task outcomes for new or existing tasks