Set Job Scheduler

Watch the video and follow the steps below:
  1. In App Setup, click on the Scheduler - Schedule Job screen.

  2. Select a Batch Job recurrence Schedule and click on "Schedule Now."
NEXT
 

Scheduler Job Options

After the initial setup, we will scan for the last 3 months of Opportunities. Any new opportunities or recently modified Opportunities will be part of the scheduled scan. If there is an Opportunity that needs improvement, the Issue Trainer will be assigned to complete the task.

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Always On Category

The Scheduler scans for any new or recently modified Opportunities on a scheduled basis to look for Data Quality Cue issues.

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Ad Hoc Category

On-Demand Batch Processing based on providing a Start & End Date. Depending on your dataset, the processing time could take several minutes to queue and batch process.

Get instant gratification in just a few clicks

We'll automatically scan, detect, and create tasks so you can focus on what matters most.

Plan your Day with more predictability

Whether you like to complete tasks one at a time or all at once, Kudoz allows you to resolve Data Quality issues before Month End Reporting.

Thankless Tasks are now Measurable & Valuable

Find patterns in what you resolved to further improve processes so that there are no future Data Quality issues.

Great, let's move on to adding the Kudoz Widgets!

Schedule
Add Widgets👉
Opportunity Score Widget
Task Cue Widget
Claim Missing Credit Widget
Done
Add the Opportunity Score Widget