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How do I schedule appointments or tasks inside WorkCenter?

April 26, 2017appointments schedule tasks workcenter

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How do I schedule appointments or tasks inside WorkCenter?

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Using our Drag and Drop technology you can quickly and easily schedule appointments and tasks for your borrowers and contacts. Simply click on your contact name and drag that contact into your calendar. You will be prompted with multiple options for this task. You can also drag your contacts into a list for easy access.