InsuredMine CRM | Optimize and Grow Your Insurance Agency

Bypass the pipeline automation for agents

Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. 

To view the enhancement:

  • Navigate to Pipelines
  • Click on 3 dots and select Pipeline Settings
  • Click on Automation Settings

If you enable this, the pop-up, which appears when any Pipeline Automation is applied on a deal card, will not appear if the Automation Pop-up is disabled. The next automation will start directly and the previous one will stop. All the stages of the applicable automation will be applied and all prior automation will be stopped.

When you create automations, the agent will receive a pop up notification with the list of automations. When you disable the popup, automations are automatically applied to each deal card and removes the agent’s ability to stop the automation. 

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes