InsuredMine CRM | Optimize and Grow Your Insurance Agency

Rearrange pipeline automation stages/ SCD stages by drag and drop

We at InsuredMine always try to give you as many customizing options as possible. This enhancement will help you to easily rearrange the stages while creating a Pipeline Automation or a Single Contact Drip. You just need to drag and drop the stages as per the sequence of your choice.

Use case: After creating an Automation you may find that you need to rearrange the stages. For instance, Stage 2 needs to switch with Stage 4. Now with our enhancement, you can simply drag and drop the stages in the sequence you want.

Related Articles

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