Information about Pipeline Automation and Workflow
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
In this article, you will learn: Create a pipeline for sales or service Additional Functionalities To create multiple Pipelines – make sure you login as
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
Now you can enable or disable a pipeline from the pipeline board. Once disabled, it will become dormant and won’t be visible to any agent
In this article, you will learn: Goal Management for Agents Setting goals for multiple agents for multiple months simultaneously Goal management is more than just assigning
In this article, you will learn: How to set new activity goals for the agents? How to edit the activity goals for the agents? How
You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager. Â
Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
On the deal card details page, you will have the linked account details  To view the enhancement: Navigate to Pipelines Click on a deal
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
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