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
automation changes
Automation changes for add / won / lost deal
In this article, you will learn: How to make changes in automation while adding a deal card? How to make changes in automation while marking
