InsuredMine CRM | Optimize and Grow Your Insurance Agency

Deal source filter in all actions of pipeline automation

Update – Source filter drop-down added to all the actions under pipeline automation.

Use case – Easier to run automation from a single lead source. 

 

Process:

  • Now choose Automation 

  • You will find the Source Filter option under all the Stages of the automation.

Note – Similar functionalities of the Source Filter drop-down are implemented under Stages, Triggers, Add Label, and Add Category

 

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