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,
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Sales and Client Management, Sales CRM, Pipeline Manager…
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,
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
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.
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
You can now select the options for do not contact even while adding a deal card. To view the enhancement: Navigate to Pipeline Manager Click
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
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
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Now automation stages will be arranged and sorted based on time.  For example, if you have set stage 1 automation for an email that
On the deal card details page, you will have the linked account details  To view the enhancement: Navigate to Pipelines Click on a deal
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