InsuredMine | Optimize and Grow Your Insurance Agency

New Pipeline Manager Automation pt 2 (BST)

  • How to create automation for stage change?
  • How to add automation to additional triggers?
  • How to create automation for Add Category triggers?
  • How to create automation for a Checklist?
  • How to update Pipeline Manager?
  • What system does InsuredMine work with to send voicemail drops?
  • How to send single contact drips for the entire team?

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