Assigning Application Reviews
Application Reviewers are the users that will be reading and scoring the Application Reviews.
Application Reviewers can be assigned individually, in bulk, or automatically. Using Flow, you can configure a process to automatically assign Applications based on certain criteria. Once the initial review is complete, another process can assign applications to the next reviewer.
Assigning Application Reviewers automatically
To automatically assign Application Reviews, you will need to create a workflow process using Flow.
Assigning Application Reviews manually
Application Reviews can be assigned manually from the Application Reviews tab.
- Within the TargetX CRM, navigate to the Application Review tab.
- From the list view, check the box next to the reviews to be assigned and then click the Assign button.
- You will be prompted to select the appropriate Owner (User), Application Review Type, Start Date (the date the review will be available to the Reviewer), and Date Due.
- Save the changes.