InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple agents assignment in pipeline automation stages

A recent update to the feature module introduces an enhanced capability within the pipeline automation process. Users can now assign multiple agents to different stages when creating automation, a functionality that was not previously available.

Use Case: This enhanced pipeline automation feature marks a significant improvement by allowing the assignment of multiple agents to different stages. By empowering users with the ability to distribute tasks and responsibilities efficiently, and by introducing the concept of a primary agent, this update enhances collaborative workflow management.


  1. Navigate to the Pipeline module.
  2. Click on the ‘Action’ tab.
  3. Select ‘Automation’ from the dropdown menu.

4.Click on ‘Add New Automation Stage’.

Note: Users are presented with the opportunity to designate a ‘Primary Agent’ for a particular stage. This primary agent distinction aids in clarifying the ownership and responsibility distribution among the assigned agents, contributing to efficient collaboration and task management.

Note: While assigning multiple agents, the interface also includes a feature to remove any prior agent assignments.

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