Information about Pipeline Automation and Workflow
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
You can notify your agents via email of all the incoming texts. To check the enhancement: Navigate to Pipelines Click on the 3 dot icon (action)
Admin/user can setup/trigger a lost deal automation campaign from the Pipeline Manager module. Note: Each automation is specific to the pipeline; i.e if you have two
Now automation stages will be arranged and sorted based on time.  For example, if you have set stage 1 automation for an email that
You can set notifications for incoming text messages for a particular email id.  Note: Only Admin can set this notification  To view the
Description: The pipeline settings section provides a further setting option to close the card when marked done. Benefit: By automating the process of closing cards.
Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and
Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.Â
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Now you can create commercial deal cards without contact details. At times, there are accounts that don’t have any contact added to them. For those
In this article, you will learn: How to select multiple deal cards and perform delete, won, lost and move action Multiple select and assign drip
Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
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