Pipelines

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,

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

Ability to make custom fields mandatory for adding deal

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

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.

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

Unsubscribe Option in Add deal

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

Reactions in the notes – Pipeline, Contact, Account

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

Quoted Date in Deal Quotes

You can find the quoted date if you navigate to the quote section of the deal card. To view the enhancement: Navigate to Pipelines

Saved files uploaded in notes available under Files

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

Duplicate data for Contact 360, Account360, and Pipeline Deal Card

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

Chronological Order Pipeline Automation Stages

Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that

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

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