InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select all Lead Sources in Pipeline Automation

Now within Pipeline Automation, you can easily select all lead source filters simultaneously. 

Use Case: Streamline your Pipeline Automation process. Easily select all lead source filters simultaneously for a seamless workflow, enhancing your efficiency and productivity easily.

To View the Enhancement:

  • Navigate to the Pipelines module.
  • Click on the ellipsis icon located in the upper right corner.
  • From the dropdown, select ‘Automation.’
  • Select ‘Add New Automation Stage’.
  • We have introduced a ‘Select All’ option within the lead source filter, allowing you to select all lead sources at once.

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