Information about Pipeline Automation and Workflow
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
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
Now the Automation updates will be available in the timeline section of the deal card. So whatever automation will be applied to the deal card,
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
In Pipeline Manager Settings and Pipeline Dashboard, the reports will be based on the quoted value instead of deal card details. To view the enhancement
Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag Application – The auto-population enables agents to share
You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
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