Information about Pipeline Automation and Workflow
Release Date: 6 January 2026 We have introduced a new enhancement in the Service Pipeline to provide greater control and flexibility in email handling. With
Release Date:- 24 February, 2026 A new AI Voice Agent option has been added under the Pipeline Module Automation section. This enhancement allows users to
Release Date:- November 24th 2025 We have introduced a new enhancement in the Deal Card. You can now generate a Deal Card Summary based on
Release Date:- November 19th 2025 We’ve rolled out a new enhancement for Pipeline Automation! You can now save Pipeline sent analytics from your pipeline as
Release Date : 11th October 2025 We have introduced a new enhancement under the Pipeline module. A new section “Service Request Configuration” has been added
We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent Owner, Producer).
To ensure your pipeline automations align with standard working days, we’ve introduced a “Skip Weekend” option in Renewal Pipeline Automation. When enabled, any renewal deal
We’ve introduced a new enhancement in the Assignee Filter of the Pipeline module that allows users to filter and view only those deal cards where
We’ve introduced an enhancement to the Service Pipeline. When creating a new service pipeline under Categories, the “Custom” option will now be selected automatically by
A new enhancement has been introduced in the Pipeline module under Automation. Users can now access email analytics – including open rates, click rates, bounces,
Release Date: March 1, 2025 With our latest update, you can now easily download a detailed Sent Automation Analytics report from the Pipeline Module. This
With our latest enhancement, when you select the option to send an intake form to a contact via email, you now have the option of
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