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Deals
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
Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
How to Manage Deals
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
