InsuredMine CRM | Optimize and Grow Your Insurance Agency

Disable all stages of pipeline automation

In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. 

 

To view the enhancement:

  • Navigate to Pipelines
  • Move a deal card from one stage to automation

Note: Automation needs to be previously set for the pipeline you are working on.

  • You will have a popup where you will get a sliding button to disable all the automation. You can disable all the stages. In case you want to enable  any particular stage of automation you can individually select the stage.

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