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workflow automation
Workflow Automation by CSR in HawkSoft
You can now set up workflow automation by CSR for email and tasks. Â To view the enhancement: Navigate to Engagement Select a Workflow Select
Task & Reminder Analytics in Workflow Automation
For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Â Task Analytics The
How to make the first stage dynamic in workflow automation?
Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So,
New Policy trigger in workflow automation
InsuredMine issues automated workflows that trigger email/text after a new policy. If the New Policy trigger is enabled, the system will notify clients of any
Automation: Google Reviews
In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the
Automation: Task, Reminders and Postcards
 Considering the use case of workflow automation for Birthday and Client turning 65, the functionality for task, reminders and Thanks.io is discussed below. Similar
Cross Sales: Automation
In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides
