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Select next task based on your invoice and quote progress

You can now choose your next onboarding or remarketing task by looking at the status of your invoices, quotes, and customer interactions, making task management easier.

ยท1 min read

With the latest update, you can select your next task from your onboarding or remarketing process based on the progress tracked for your customers, quotes, and invoices. This means that instead of guessing what to do next, you'll receive help tailored to your current status, allowing for more efficient task management and guidance through the onboarding process.