Your PlaybookIQ Dashboard shows you all tasks and steps that are due today. Sometimes you have all the information necessary to complete the step just from the Dashboard. In these cases, you no longer need to open the contact to mark the step complete. Simply click the ‘completed’ link found on the dashboard and the step will be marked complete and your Dashboard is automatically updated.
This new feature can save you time and we hope you like it.
Synap Software, LLC 