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.

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