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            • What if you only want to see high-priority triggers?

            What if you only want to see high-priority triggers?

            Updated February 27th, 2025 · 1 min read

            If you only want brokers to focus on high priority renewal reviews, you could set the capability to close the original activity and reassign the additional activity to the servicing role that needs to see it. That way, there is only 1 open activity for the renewal. 

            urgent triggers priority filters

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