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pipeline automation
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
