Pipeline Automation and Workflow Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/pipeline-automation-and-workflow/ Tue, 03 Nov 2026 08:55:31 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Pipeline Automation and Workflow Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/pipeline-automation-and-workflow/ 32 32 Business Days – Based Trigger for Pipeline Automation https://www.insuredmine.com/knowledge-base/business-days-based-trigger-for-pipeline-automation/ Tue, 03 Nov 2026 08:46:10 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53988 Release Date: 09/11/2026 Prerequisites The Business Days option is available only to Admins. Admin access is required to create or edit Pipeline Automations. The Business Days option is available when configuring the day-based trigger for a Stage Automation. To exclude holidays, Skip Holidays must be enabled in Settings. Overview Pipeline Automation now supports Business Days […]

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Release Date: 09/11/2026

Prerequisites
  • The Business Days option is available only to Admins.
  • Admin access is required to create or edit Pipeline Automations.
  • The Business Days option is available when configuring the day-based trigger for a Stage Automation.
  • To exclude holidays, Skip Holidays must be enabled in Settings.
Overview

Pipeline Automation now supports Business Days as a scheduling option.

Previously, automation timelines could be calculated using calendar days or by skipping weekends. With the new Business Days option, automation triggers are calculated based on working days.

When Business Days is selected:

  • Monday through Friday are counted as business days.
  • Saturday and Sunday are automatically excluded.
  • Configured holidays can also be excluded when Skip Holidays is enabled.
  • The automation trigger is executed on the applicable business day based on the configured number of days.

This helps agencies schedule automated follow-ups, tasks, communications, and other pipeline actions according to their normal working schedule.

How to Configure Business Days

Go to Pipeline Module → Automation → Create Stage Automation.

  1. Select After as the trigger.

      2. Enter the number of days after which the automation should execute.

      3. Select Business Days as the day calculation option.

      4. Configure the required automation action and other conditions.

      5. Save the automation.

Once configured, the system calculates the trigger date using business days instead of calendar days.

Calendar Days vs. Business Days

The day calculation option determines how the automation trigger date is calculated.

Calendar Days

When Calendar Days is selected, the system counts consecutive calendar days.

For example, if an automation is configured for 3 Calendar Days starting Monday:

  • Friday→ Day 1
  • Saturday→ Day 2
  • Sunday→ Day 3 → Trigger Executes

The Admin may select the Skip weekend option; any automations scheduled for Saturday or Sunday will run on Monday alongside Monday’s scheduled automations.

Business Days

When Business Days is selected, Saturday and Sunday are not counted.

For example, if an automation is configured for 3 Business Days starting Thursday:

  • Thursday → Day 1
  • Friday → Day 2
  • Saturday → Skipped
  • Sunday → Skipped
  • Monday → Day 3 → Trigger Executes
Weekend Handling

When Business Days is selected, Saturdays and Sundays are automatically skipped.

No business-day count is applied to Saturday or Sunday, and the automation continues counting from the next available business day.

For example:

Friday → Day 1 → Saturday/Sunday skipped → Monday → Day 2

This is particularly useful for workflows that should not be scheduled based on non-working days.

Skip Holidays

Tip: To exclude configured holidays from the Business Days calculation, go to Settings and enable Skip Holidays.

When enabled, a configured holiday is skipped in the same way as a weekend, and the automation continues from the next available business day.

Existing Automations

Existing Pipeline Automations will continue to work without changes.

Automations configured using Calendar Days or the existing Skip Weekend option will retain their current behavior.

The Business Days option can be selected when creating or updating an automation where the trigger needs to follow business-day calculations.

Example Use Case

An agency wants to send a follow-up communication 6 working days after a pipeline stage change.

The automation is configured as:

  • Trigger: After
  • Days: 6
  • Day Type: Business Days
  • Action: Send Communication

If the stage change occurs on Monday, the system calculates the schedule as:

Monday → Tuesday → Wednesday → Thursday → Friday → Weekend skipped → Monday

The communication is triggered on the following Monday, which is the sixth business day.

This allows agencies to align pipeline automation with their operational working schedule instead of triggering actions based purely on calendar days.

  1. Select After as the trigger.
  2. Enter the required number of days.
  3. Change Day to Business Day.

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]]> Reschedule Pipeline Card Automation – Editable Scheduled Date and Time https://www.insuredmine.com/knowledge-base/reschedule-pipeline-card-automation-editable-scheduled-date-and-time/ Wed, 28 Oct 2026 07:03:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53864 Release Date: 10/23/2026   Overview InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab. Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing […]

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Release Date: 10/23/2026

 

Overview

InsuredMine now allows users to edit the scheduled date and time of an individual automation directly from the Pipeline Card’s Automation tab.

Previously, automation schedules were calculated based on the delays configured at the pipeline level. Users could not modify the scheduled date for an individual pipeline card without changing the pipeline-level automation configuration.

With this enhancement, all users can reschedule an automation for a specific pipeline card if they have access without affecting other pipeline cards in the same pipeline stage.


Understanding the Icons
  • Pencil icon: Appears next to the scheduled date and time when the automation is scheduled for a future date and can be rescheduled.
  • Lock icon: Appears when the automation has already been triggered and its scheduled date and time can no longer be edited.
How to Reschedule an Automation
  1. Navigate to Pipelines and open the required Pipeline Card.
  2. Select the Automation tab.
  3. Locate the automation you want to reschedule.
  4. Click the pencil icon next to the scheduled date and time.

     5. In the Reschedule pop-up, update the required Date and Time.

     6. Click Save to apply the changes, or click Cancel to discard them.

Activity Logs

InsuredMine generates timeline logs for each automation action and any rescheduling performed. These logs help users track automation activities and identify changes made to the scheduled date and time.

Important Notes
  • Rescheduling applies only to the selected automation for the specific Pipeline Card.
  • Changes do not modify the pipeline-level automation configuration or affect other deals.
  • Only automations scheduled for the future can be rescheduled.
  • Once an automation has been triggered, its schedule cannot be edited.
Use Cases

This feature is useful in situations such as:

  • Recipient Unavailability: Reschedule an email, SMS, or other follow-up when the recipient is unavailable on the originally scheduled date.
  • Customer Follow-up Requests: Adjust the schedule when a customer requests to be contacted next week or at a more convenient time.
  • Holidays and Weekends: Move an automation to a more appropriate date when the original schedule falls on a holiday or weekend.

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]]> Deal Age Automation https://www.insuredmine.com/knowledge-base/deal-age-automation/ Tue, 27 Oct 2026 13:47:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=53843 Release Date: 10/23/2026   Overview Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a […]

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Release Date: 10/23/2026

 

Overview

Deal Age Automation is a new enhancement InsuredMine introduces in its Pipeline Module under automation process. It allows users to configure automated actions based on how long a deal card has existed in a pipeline. Users can set delays to trigger actions such as sending an email or moving a deal card to another stage after a specified number of days.

The automation is applied by default when a new card enters the pipeline and continues running even if the card is moved to another stage, unless it is manually stopped.

Prerequisites
  • Access to the Pipeline module.
  • Access to the pipeline’s automation settings.
  • The required automation actions and delay periods should be identified before configuration.
  • Deal Age Automation can be configured only once per pipeline. Multiple Deal Age Automation configurations cannot be created for the same pipeline.
Use Cases:
  • Automated follow-ups: Send an email when a deal reaches a specified age.
  • Stage progression: Move a deal card to another stage after a defined period.
  • Consistent deal management: Apply time-based actions to newly created pipeline cards automatically.
  • Manual automation control: Stop the automation for an individual deal card when necessary.
Navigation

Follow the navigation path below to access Deal Age Automation:

Pipeline Module → Quick Actions → Automations → Deal Age

The Deal Age option is located at the bottom of the Automations section.

Configuration and Step-by-Step Instructions

Step 1: Open Deal Age Automation

  1. Navigate to the Pipeline module.
  2. Open Quick Actions.
  3. Select Automations.
  4. Scroll to the bottom of the available automation options.
  5. Select Deal Age.
Step 4: Verify automation on a deal card
  1. Create or add a new card to the configured pipeline.
  2. Open the deal card.
  3. Locate the Deal Age Automation details.
  4. Verify that the configured actions appear as scheduled.

The automation is enabled by default for a new card entering the pipeline.

Step 5: Stop the automation manually, if required

If the automation should no longer run for a particular deal card:

  1. Open the relevant deal card.
  2. Locate its automation controls.
  3. Select the available Stop option for the automation.

The automation continues running by default unless it is manually stopped.

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]]> Add “Account” as a Recipient Type in Pipeline Automation for Account-Level Communication https://www.insuredmine.com/knowledge-base/add-account-as-a-recipient-type-in-pipeline-automation-for-account-level-communication/ Mon, 03 Aug 2026 12:11:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52361 Release Date: July 23, 2026 Overview Pipeline Automation previously allowed communication recipients to be selected using Contact, Lead Source, or Custom Email. With this enhancement, Account has been introduced as a new recipient type for communication automations. This provides greater flexibility for agencies that maintain communication details at the account level instead of the contact […]

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Release Date: July 23, 2026

Overview

Pipeline Automation previously allowed communication recipients to be selected using Contact, Lead Source, or Custom Email. With this enhancement, Account has been introduced as a new recipient type for communication automations.

This provides greater flexibility for agencies that maintain communication details at the account level instead of the contact level. When a pipeline automation is triggered, the system can now send the configured communication to the email address or phone number associated with the linked account on the pipeline card.

Use Case: Many agencies, especially those managing commercial insurance clients, maintain a single email address or phone number at the account level rather than under individual contacts. Previously, admins had to rely on contact information or manually specify recipients, which limited automation in these scenarios.

With the new Account recipient type, agencies can automate emails and text messages directly using the communication details stored on the associated account, making pipeline automations more flexible and reducing manual effort.

Configure the Account Recipient Type

  • Navigate to Pipeline.
  • Click the three-dot (⋮) menu for the desired pipeline.
  • Select Automation.
  • Create a new automation or edit an existing automation.
  • Add or edit an Email or Text communication action.
  • Under Recipient Type, select Account.
  • Complete the remaining automation configuration as required.
  • Save the automation.

Note: When a pipeline card reaches the configured stage or satisfies the automation trigger conditions, the communication will be sent using the email address or phone number available on the associated account linked to that pipeline card.

Notes

  • The Account recipient type is available for communication actions such as Email and Text within Pipeline Automation.
  • Communications will be sent using the contact information stored on the associated account linked to the pipeline card.
  • If the associated account does not contain the required email address or phone number, the communication will not be delivered.
  • This enhancement is particularly beneficial for agencies that primarily manage commercial clients or maintain account-level communication details.

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]]> No Assignee Filter for the Pipeline Board and Pipeline Automation https://www.insuredmine.com/knowledge-base/no-assignee-filter-for-the-pipeline-board-and-pipeline-automation/ Thu, 16 Jul 2026 08:44:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=52189 Release Date: July 15, 2026 Overview We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows users to quickly identify pipeline cards that do not have an assigned agent. Additionally, the No Assignee option is available in Pipeline Automation, enabling users to configure automation rules that […]

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Release Date: July 15, 2026

Overview

We have introduced a new No Assignee option in the Assignee filter within the Pipelines module. This enhancement allows users to quickly identify pipeline cards that do not have an assigned agent. Additionally, the No Assignee option is available in Pipeline Automation, enabling users to configure automation rules that are triggered only when the associated pipeline has no assignee. 

Use Case: This enhancement helps users quickly identify unassigned pipeline cards and configure automation rules specifically for pipeline cards whose associated pipeline has no assignee. This enables users to track and process unassigned pipeline cards more efficiently. 

To view the enhancement.

  • Navigate to Pipelines.
  • Click Filter.
  • A Filter panel appears on the right-hand side.
  • A new No Assignee option is available in the Assignee dropdown.

To apply the filter:

  • Select the No Assignee checkbox.
  • Click Apply.

All pipeline cards that do not have an assigned agent are displayed.

For Pipeline Automation:

  • As shown below, click the three-dot icon and select Automation.
  • The Automation page appears.
  • Click Add New Automation Stage.
  • An Add Automation page appears.
  • Configure the required automation (for example, Email, Task, Move, eSignature, and other available actions).

To configure Move automation:

    • Click the Move tab.
    • Enter the required details.
    • From the Assignee Filter, select No Assignee.
    • Click Save.

Note: The automation is triggered only for pipeline cards without an assignee.

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]]> Pipeline Stage Configuration Enhancement Implemented for [X Date] Cards https://www.insuredmine.com/knowledge-base/pipeline-stage-configuration-enhancement-implemented-for-x-date-cards/ Mon, 22 Jun 2026 12:32:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51502 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to configure how lost deal cards are handled based on the X-Date. Users can now automatically reopen a lost deal card before the X-Date and move it to a selected pipeline and stage. This helps agencies re-engage prospects at the appropriate time without manual follow-up.

Use Case: This enhancement helps agencies automate the follow-up process for lost opportunities. By configuring a future X-Date and selecting the target pipeline and stage, users can automatically reopen lost deals and return them to the sales process, ensuring renewal and remarketing opportunities are not missed.

To view the enhancement:

  • Navigate to Pipelines.
  • Check the box beside the desired deal card.
  • Click Lost.
    • The Lost Selected Cards panel appears on the right-hand side.
    • Enter the required lost deal information.
    • Enable Set X-Date and select the preferred date.
    • As shown below, a new Open this card automatically option has been added. 
    • Enter the number of days before the X-Date when the card should reopen.
    • Select the preferred Pipeline and Stage from the respective dropdowns. 
    • From the Board Type dropdown, select the preferred board type.
    • Select the required automation options.
    • Click Submit.

A success pop “ Selected Cards marked as successful” appears.

Note: The selected automation is automatically triggered the specified number of days before the X-Date, and the deal card is reopened based on the configured settings.

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]]> Create a new Deal Card from an Existing Quote within the Current Deal Card https://www.insuredmine.com/knowledge-base/create-a-new-deal-card-from-an-existing-quote-within-the-current-deal-card/ Mon, 22 Jun 2026 12:13:48 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51491 Release Date: June 22, 2026 This enhancement is available to Admins and Agents.  Overview We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically […]

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Release Date: June 22, 2026

This enhancement is available to Admins and Agents. 

Overview

We have introduced a new enhancement in the Pipeline module that allows users to create a new pipeline card directly from a quote within an existing deal card. When a new pipeline card is created, the selected quote details are automatically populated into the newly created card, reducing manual data entry and simplifying quote management.

Use Case: This enhancement helps users manage multiple quotes more efficiently by allowing them to create separate pipeline cards for individual quotes within the same deal. By automatically carrying over the selected quote information, users can track, manage, and progress each quote independently while maintaining accurate quote-related data in the pipeline.

To view the enhancement:

  • Navigate to Pipelines.
  • Click on the Deal Card.
  • The Deal Card Details page appears.
  • Scroll down to the Quotes section.
  • As shown below, click on the Add Pipeline Card for the preferred quote for which you want to create a new card.

Note: The Add Pipeline Card option is available only when the deal card contains two or more quotes.

  • A success pop-up, “Card Created Successfully,” appears.
  • A pop-up window appears to enable automation.
  • Click Apply.

Note: The Enable Automation pop-up appears only when automation is active and configured for the selected stage.

  • A new pipeline card is created within the same stage.
  • As shown below, the newly created pipeline card is automatically updated with the details of the selected quote.

Note: All relevant details from the selected quote, such as quote status (Won/Lost), premium, revenue, and other quote information, are automatically updated in the newly created pipeline card, ensuring the card reflects the selected quote’s current status and details. 

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]]> Add “No Label” and “No Stamp” Filter Conditions in Pipelines Module https://www.insuredmine.com/knowledge-base/add-no-label-and-no-stamp-filter-conditions-in-pipelines-module/ Mon, 22 Jun 2026 10:16:41 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51463 Release Date: June 22, 2026 This enhancement is available to: Admins Agents Overview We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp […]

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Release Date: June 22, 2026

This enhancement is available to:

  • Admins
  • Agents

Overview

We have introduced a new enhancement in the Pipeline module that adds No Stamp and No Label options to the Card Stamp and Label filters. These options allow users to quickly identify and filter deal cards that do not have a stamp or label assigned.

Use Case: This enhancement helps users locate deal cards that have not been categorized with stamps or labels.

 By filtering records with No Stamp or No Label, users can identify incomplete records, maintain data consistency, and ensure deal cards are properly organised for tracking and reporting.

To view the enhancement:

  • Navigate to Pipelines.
  • Click the Filter icon.
  • The Filter panel appears on the right-hand side.
  • The Filter panel appears on the right-hand side. 
  • Expand the Card Stamp section.
  • As shown below, a new No Stamp option has been added.
  • Expand the Label section.
  • As shown below, a new No Label option has been added.

How to Apply the No Stamp Filter:

  • Under Card Stamp, select No Stamp.
  • Click Apply.

Deal cards without any stamp assigned are displayed.

How to Apply the No Label Filter: 

  • Under Label, select No Label.
  • Click Apply.

Deal cards without any Label assigned are displayed.

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]]> Add Agency Filter in Pipeline – Epic https://www.insuredmine.com/knowledge-base/add-agency-filter-in-pipeline-epic/ Tue, 16 Jun 2026 11:14:29 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=51362 Release Date: June 15, 2026 This enhancement is available only to Admins.  Overview We have introduced a new Agency filter in the Pipeline module. This enhancement allows users to filter deal cards based on the selected agency, making it easier to view and manage agency-specific pipeline data. Use Case: This enhancement helps users quickly identify […]

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Release Date: June 15, 2026

This enhancement is available only to Admins. 

Overview

We have introduced a new Agency filter in the Pipeline module. This enhancement allows users to filter deal cards based on the selected agency, making it easier to view and manage agency-specific pipeline data.

Use Case: This enhancement helps users quickly identify and focus on deals associated with a specific agency. By filtering deal cards based on agency, users can streamline pipeline management, reduce the time spent searching through records, and improve visibility into agency-specific opportunities.

Note: This feature is applicable to only Epic agencies.

To view the enhancement:

  • Navigate to Pipeline
  • As shown below, click the Filter icon
  • The Filter panel appears on the right-hand side.
  • A new filter, Agency, has been added.

How to Apply the Agency Filter:

  • From the Agency dropdown, select the preferred agency.
  • Click Apply.

Note: You can also use the Select All option to choose all agencies from the dropdown. 

Deal cards associated with the selected agency are displayed.

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]]> Pipeline – Create Task Status Filters – Tasks Done, Tasks Pending & No Tasks https://www.insuredmine.com/knowledge-base/pipeline-create-task-status-filters-tasks-done-tasks-pending-no-tasks/ Fri, 17 Apr 2026 12:42:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=50203 Release Date: 17 April 2026 We have introduced a new enhancement in the Pipeline module. A new filter Task Status has been introduced with the following options: No Task Pending Done This enhancement enables users to quickly view and manage Pipeline Cards based on their associated task status, improving visibility and workflow efficiency. Use Case: […]

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Release Date: 17 April 2026

We have introduced a new enhancement in the Pipeline module. A new filter Task Status has been introduced with the following options:

  • No Task
  • Pending
  • Done

This enhancement enables users to quickly view and manage Pipeline Cards based on their associated task status, improving visibility and workflow efficiency.

Use Case: This enhancement helps users quickly identify Pipeline Cards based on task progress. It improves visibility by allowing users to filter deals with completed tasks, pending tasks, or no tasks assigned, enabling better tracking and follow-ups.

To view the enhancement:

  • Navigate to Pipeline.
  • As shown below, click on the Filter
  •  A Filter panel appears on the Right side.
  • Scroll down to view the newly added filter, Task Status.

How to apply the Filter:

  • Select the preferred Status (e.g, No Task)
  • Click on Apply.
  • After applying the filter, the page will display all pipeline cards based on the selected task status.
  • Click on the preferred Pipeline card.
  • Click on Task.
  • As shown below, no task is assigned to the Pipeline Cards.
  • To view Pipeline Cards with Tasks Pending or Tasks Done, follow the same steps.

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]]> eSignature as an Action in Pipeline Automation https://www.insuredmine.com/knowledge-base/esignature-as-an-action-in-pipeline-automation/ Fri, 03 Apr 2026 13:49:44 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49890 Release Date: 3 April 2026 We have introduced a new enhancement in the Pipeline module that allows you to send an eSignature in Pipeline Automation. This enables agents to automatically send documents for eSignature as part of their workflow, reducing manual steps and ensuring faster processing. Use Case: This ensures that necessary documents are sent […]

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Release Date: 3 April 2026

We have introduced a new enhancement in the Pipeline module that allows you to send an eSignature in Pipeline Automation. This enables agents to automatically send documents for eSignature as part of their workflow, reducing manual steps and ensuring faster processing.

Use Case: This ensures that necessary documents are sent for signature without delay, helping agents streamline the process.

To view the enhancement:

Note: Before configuring eSignature automation in Pipeline Automation, create the template in the eSignature Module that will be used to send for eSignature.

Steps to create the Template:

  • Navigate to the eSignature.
  • Click on Template.
  • Click on Add Templates.
  • You will be redirected to the Add Document Page.
  • Click on Add files.
  • Click on Next.
  • In the Add recipient role section, enter the recipient role name in the Role field and click Add.
  • After adding the role, click Next to proceed.
  • You will be redirected to the place fields page.
  • An Auto- fill fields panel appears on the right-hand side.
  • From there, drag and drop the required fields onto the file.
  • Click on Next.
  • You will be redirected to the Save Template Page.
  • Here, you enter the subject and message for the recipients.

Steps to  configure eSignature in Pipeline Automation:

  • Navigate to the Pipeline.
  • Select the Pipeline in which you want to set the Automation.
  • Click on Automation.
  • You will be redirected to the Automation Page
  • Select the Stage in the left corner in which you want to set the Automation.
  • Then, Click on the Add New Automation Stage.
  • You will be redirected to the Add Automation page.
  • Click on the eSignature.
  • You will be redirected to the eSignature Automation page.

From the dropdown, you can select your saved templates, which have been created in eSignature Templates.

  • As shown below, you have the option to move or copy the deal card once the eSignature is completed.
  • “Select the Move/Copy action and choose the Pipeline and Stage where you want the deal card to be moved or copied once the document is completed. After this action is set, the deal card will automatically move or copy to the selected Pipeline and Stage upon completion of the eSignature document.”
  • Fill in the required mandatory fields and click Save.
  • Once saved, the eSignature automation will be configured.
  • Create a deal Card and add the details.

Finally, to trigger the e-signature automation, create or move the deal card in which the e-signature automation has been set. A pop-up will appear—click Apply.

  • You can view the e-signature status by clicking on the deal card detail.

Note: After the automation is applied, once the client signs the document, the card automatically moves to the configured stage.

 

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]]> Multi Select Pipeline Cards and Assign Task https://www.insuredmine.com/knowledge-base/multi-select-pipeline-cards-and-assign-task/ Fri, 27 Mar 2026 13:25:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=49755 Release Date: 27 March 2026 We have introduced a new enhancement in the Pipeline module that allows users to add tasks to multiple pipeline cards at once using the Add Task option.  Earlier, tasks had to be added individually to each deal card, but with this enhancement, users can now select multiple pipeline cards and […]

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Release Date: 27 March 2026

We have introduced a new enhancement in the Pipeline module that allows users to add tasks to multiple pipeline cards at once using the Add Task option. 

Earlier, tasks had to be added individually to each deal card, but with this enhancement, users can now select multiple pipeline cards and assign tasks in a single action. This helps streamline overall task management within the pipeline. 

Use Case: This enhancement allows users to assign tasks to multiple pipeline cards in a single action, without opening each deal card individually. 

It saves time, improves task management, and ensures follow-up activities are tracked efficiently across selected deals.

To view the Enhancement:

  • Navigate to Pipelines.
  • Check the box beside the preferred pipeline. cards.
  • Click on Add Task from the Top action buttons.
  • An Add Task panel appears on the right side.
  • Fill in the required mandatory fields
  • Click Save.
  • A success pop-up: “Task added successfully” appears.
  • Note: The added task will appear as pending in the Task section of the deal card.

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