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pipeline automation
Deal source filter in all actions of pipeline automation
Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.
Bypass the pipeline automation for agents
Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view
Disable all stages of pipeline automation
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
Pipeline automation in the pipeline timeline
Now the Automation updates will be available in the timeline section of the deal card. So whatever automation will be applied to the deal card,
Submission Pipeline Automation for AMS360 agencies
Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
Chronological Order Pipeline Automation Stages
Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that
Cancellation Pipeline Automation
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
Rearrange pipeline automation stages/ SCD stages by drag and drop
We at InsuredMine always try to give you as many customizing options as possible. This enhancement will help you to easily rearrange the stages while
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
