Lead Source Filter In Pipeline
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
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Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Linked Account in deal cards
On the deal card details page, you will have the linked account details  To view the enhancement: Navigate to Pipelines Click on a deal
Manage inactive days for the cards at pipeline stage level
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
Pipeline Automation
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
Pipeline automation for Hawksoft and AMS360 now considers the CSR
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
Pipeline automation in the pipeline timeline
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,
Policy Form Implemented in Pipeline for HawkSoft
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
Quote Details instead of Deal Card Details in Pipeline Manager Settings and Pipeline Dashboard
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
Quote premium tag added to pipeline automation
Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag Application – The auto-population enables agents to share
Select All Option in the Pipeline Stage
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
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360
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
Goal Management (BST)
Nov 16 Goal Management Download
