Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription Sample Email for Email Notifications How to manage
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
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
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
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