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Automation

Cancellation Pipeline Automation

How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst) If any deal card gets cancelled for any reason, through

Filters in workflow automation 

In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or

Automation: Birthday

In this article, you will learn: Workflow Details Designing the workflow Follow the simple steps below and create a Happy Birthday automation workflow. Go to

Ringless voicemail

In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Automation: Google Reviews

In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the

Automation: Policy Renewal

In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy

Welcome Clients: Automation

In this article, you will learn: Workflow Details Designing the workflow Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are

Single Contact Drip

In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in

Cross Sales: Automation

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