Update – You may now create deal cards from any workflow automation. Application – Flexibility to create pipeline deal cards for all automation. Process:
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple
In this article, you will learn: Birthday Expiration New clients X-date trigger in Custom Workflow Effective Date Trigger Custom workflow automation enables you to create
 Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar
In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides