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pipeline automation
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
