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
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
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
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,
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
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
