You can now add pipeline cards and tasks directly from AutonoHome and HomenoAuto AI from the multi selection option.
Use Case: Easily add Pipeline Cards and tasks from the Opportunities module to keep your workflow organized. This helps prioritize efforts and improves your pipeline management efficiency.
To View the Enhancement:
- Navigate to the Opportunities module from the left-hand menu.
- Click on the Auto No Home AI/Home No Auto.
For Auto No Home AI- Click on multi select option- Adding Pipeline Cards
- Click on Auto No Home AI and select the accounts for which you want to create Pipeline Cards.
- Click on Add Pipeline Card.
- Field the required details in the pop-up.
- Click Save.
Here, you can see the created Pipeline Cards
Adding Tasks
- Click on Auto No Home AI and select the accounts for which you want to create Tasks.
- Clicks on Add Task.
- Field the required details in the pop-up.
- Click Save.
Here, you can see the created Tasks
For Home No Auto AI
Adding Pipeline Cards
- Click on Home No Auto AI and select the accounts for which you want to create Pipeline Cards.
- Click on Add Pipeline Cards.
- Field the required details in the pop-up.
- Click Save.
Here, you can see the created Pipeline Cards
Adding Tasks
- Click on Auto No Home AI and select the accounts for which you want to create Tasks.
- Click on Add Task.
- Field the required details in the pop-up.
- Click Save.
Here, you can see the created Tasks
