Dealcard Tag in Email Reminder (Trigger- Automation, SCD)
Use case: If you are sending an email notification to agents via Single Contact Drip or automation, you can add a deal card tag. The result
tags
Add and upload contacts
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
Custom fields and Tags in Pipeline
Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and
Tags and Labels Restrictions for Agents
Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move
Automation: Policy Renewal
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
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
Form Tag Responses in Account 360 & Contact 360
Now you will get the Form Tag Responses both in Contact 360 and Account 360 section of the contact.  To view the enhancement: Navigate
Add tags to the subject lines of communications.
Update – Add tags to the subject line in email communications Application – Easier and more efficient communication system for agents Process: Navigate to
AMS360 business unit tags
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Â Note: These
Improved the Labels and Tag color palette
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Common tags in template builder editor
In this article, you will learn: Updated tags in Template Builder Nick name and Salutation tag Common tags will help you to make your work
