The Daily Tasks performed by Admin or a SN will differ slightly, due to their different levels of responsibility, however some actions will be the same.
Admin Daily Tasks
- Login to PLP
- Login in GumTree
- Review / Investigate Fact Find Inbox for any “Delayed” or “Failed” CRON jobs, see “Potential Notification” & “Notification” Menu item for more information on this.
- Review / Action Notifications, this will highlight everything that needs to be done. See the “Notification’s” section for more information
- Review Prospects, Process any not assigned to SN, see “Prospects Menu” for more information
- Review Fact Find Inbox, are there any Leads not being Processed, or are delayed, this is a sanity check that #3 above has been completed 100%, and that no previous Notifications have been overlooked or Actioned when not resolved.
- Review Hesk for any logged cases
- Repeat Items #3 through #7
SN Daily Tasks
- Login to PLP
- Login in GumTree
- Review / Action Notifications, this will highlight everything that needs to be done. See the “Notification’s” section for more information
- Review Prospects, Process any Assigned to you, see “Prospects Menu” for more information
- Review Fact Find Inbox, are there any of your Leads not being Processed, or are delayed, this is a sanity check no previous Notifications have been overlooked or Actioned when not resolved.
- Repeat Items #3 through #5