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.
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Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.
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
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
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 Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that
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
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
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
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