The X-date Pipeline comes with a new upgrade. Now, easily trigger X-date automation for contacts and accounts based on their account type and specified X-date associated with each.
To view the enhancement:
- Navigate to the Pipelines module and click on the three-dots (…) icon.
- Next, choose “Pipeline Settings” from the dropdown options.
- Within Pipeline settings, Click on X-date Pipeline.
Note: We have now introduced a range of additional features within the X-date Pipeline. Now, you can run X-date automation on contacts and accounts based on their account type such as personal, commercial or other and depending upon its specified X-date a deal card will be generated.
- For example, if a contact or account is categorized as “personal,” to initiate automation, its X-date must match the specified date. Once this condition is met, the X-date automation will create a deal card.