automation changes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 08:56:43 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico automation changes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pipeline automation for Hawksoft and AMS360 now considers the CSR https://www.insuredmine.com/knowledge-base/pipeline-automation-for-hawksoft-and-ams360-now-considers-the-csr/ Fri, 28 Apr 2023 06:22:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23734 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 to clients with CSR’s contact and simplify tasks with easier assigning.   Process: Navigate to Pipelines and click on Automation Click on Add New Automation Stage Under the Email stage, […]

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]]> 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 to clients with CSR’s contact and simplify tasks with easier assigning.

 

Process:

  • Navigate to Pipelines and click on Automation

  • Click on Add New Automation Stage

  • Under the Email stage, you may choose the CSR’s email.

  • Under the Text stage, you may choose the CSR’s phone number.

  • Under Task, click on the drop-down under Assignee and choose CSR.

 

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]]> Automation changes for add / won / lost deal https://www.insuredmine.com/knowledge-base/automation-changes-for-add-won-lost-deal/ Tue, 16 Mar 2021 07:26:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=8718 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 a deal card as won? How to make changes in automation while marking a deal card as lost? This feature will help you to set the appropriate automation based on […]

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In this article, you will learn:

This feature will help you to set the appropriate automation based on the deal status and communication preference. Based on the deal health or deal status you can select the number of automation you want.

Use Case: If you have set automation for adding a deal card, in that case, while adding a deal card in that pipeline, you will get an option to start “Add deal automation”. While adding the automation, if there are multiple stages in the automation linked to the pipeline, you will get the option to select or deselect any particular automation. 

Automation changes for add deal

How to make changes in automation while adding a deal card?

  • Add a deal card to a pipeline that already has automation added to it.
  • When adding a new deal card scroll down and select the checkbox to enable Start to Add deal automation
  • Click to Save
  • A pop-up window will appear with automation that is already added to the pipeline
  • Move the toggle bar to select or deselect any automation stage that is attached to this stage
  • Once done, click Apply

Automation changes for won deal

Use Case: If you have set automation on a pipeline for winning a deal, then whenever you mark a card as Won in that particular pipeline, you will get an option to start “Won deal automation”. While adding the automation, if there are multiple stages in the automation linked to the pipeline, you will get the option to select or deselect any particular stage automation.

How to make changes in automation while marking a deal card as won?

  • Select the deal card of a pipeline that already has won deal automation added to it.
  • When you mark the deal card as won and fill in the details, scroll down to select the checkbox to enable Start Won Deal Automation.
  • Click to Submit.
  • A pop-up window will appear with automation that is already added to the pipeline.
  • Move the toggle bar to select or deselect any automation stage that is attached to this stage
  • Once done, click Apply

Automation changes for lost deal

Use Case: If you have set automation on a pipeline on losing a deal card, whenever you mark a card as lost in that particular pipeline, you will get an option to start “Lost deal automation”. While adding the automation, if there are multiple stages in the automation linked to the pipeline, you will get the option to select or deselect any particular automation.

How to make changes in automation while marking a deal card as lost?

  • Select the deal card of a pipeline that already has lost deal automation added to it.
  • When you mark the deal card as lost and fill in the details, scroll down to select the checkbox to enable Start Lost Deal Drip.
  • Click to Submit.
  • A pop-up window will appear with automation that is already added to the pipeline.
  • Move the toggle bar to select or deselect any automation stage that is attached to this stage
  • Once done, click Confirm

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