Creating task in AgencyZoom is a great way to keep track of task that need to be completed when an timeoff event is created in your Resource Guru account.
With the help of this integration, when an timeoff event is created, a task will be automatically created in AgencyZoom and will include the details of the timeoff event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new timeoff event. You can then simply assign the task to someone on your team and they can get started!
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Resource Guru
Resource Guru is a simple way to schedule, organize and do more with your team of people and other resources. Assemble an on-demand workforce, coordinate across locations and manage assignments efficiently.
AgencyZoom is a comprehensive insurance agency management system. With its user-friendly interface and advanced features, it empowers insurance agents to optimize workflow, increase sales, automate tasks, and gain valuable insights.