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Which one of the following statements is not correct about Action Plans?
- A . Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.
B. Capture repeatable tasks in templates and then automate the task sequences with an action plan.
C. Automatically schedule the next appointment with the Advisor
D. Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.
Suggested Answer: C
Posted : 09/01/2023 1:07 am