Pipeline Cloning
You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline. Â Note: This feature is only for admins.
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Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Pipeline type implementation in Pipelines
Description: The new feature has been added in the pipeline module where when any Pipeline whose title have Sales, Renewals, Claims, Cancellations and Service then
Quoted Date in Deal Quotes
You can find the quoted date if you navigate to the quote section of the deal card. Â To view the enhancement: Navigate to Pipelines
Renewal pipeline automation based on departments for AMS360
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access
Renewal pipeline, automation based on Branch for HawksoftÂ
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
RoundRobin for dealcard allocation
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Submission Pipeline Automation for AMS360 agencies
Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
Action
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
Add and Edit Sub-Lead source changes
Update – Add a sub-lead source to a Lead Source Use case – Easier to implement and manage lead/sub-lead hierarchy with multiple lead sources.
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
Annual Goals For Carriers
Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for
Bypass the pipeline automation for agents
Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view
