Automation: Lost Deal
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
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Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Chronological Order Pipeline Automation Stages
Now automation stages will be arranged and sorted based on time.  For example, if you have set stage 1 automation for an email that
Incoming Text Notification forward to email
You can set notifications for incoming text messages for a particular email id.  Note: Only Admin can set this notification  To view the
Close card when claim marked as done setting in claim pipeline automation
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 and Tags in Pipeline
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
Deal source filter in all actions of pipeline automation
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
eSignature tab in Pipeline
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
Handle Deal Cards without Contacts
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
How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
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
Insurance Type option in Claim pipeline automation
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
Loss date datapoint in claim pipeline
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Option to add CSR as assignee in Renewal pipeline cards for EPIC.
Description: Assign the renewal card to the “CSR of the account” after the renewal automation has been enabled and the card has been created. Any
