InsuredMine CRM | Optimize and Grow Your Insurance Agency

Skip Weekend Option in Renewal Pipeline Automation

To ensure your pipeline automations align with standard working days, we’ve introduced a “Skip Weekend” option in Renewal Pipeline Automation. When enabled, any renewal deal card scheduled to be created on a Saturday or Sunday will automatically be created on the following Monday instead.

How It Works

  • If the Skip Weekend option is enabled:
    • Deal cards scheduled for Saturday or Sunday will not be created on those days.
    • Instead, they will be created on Monday (the next working day).
  • If the Skip Weekend option is disabled:
  • Deal cards will be created on the scheduled date, even if it falls on a weekend.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes