Pipeline Settings
Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the Pipeline settings, click on the three-dot icon and select Pipeline Settings.
- Set Default Pipeline And Stage For Public Intake(Web Quote Form) (Admin)
- Goal Setting ( Carrier) (Admin/ Manager)
- Goal Setting (Activity) (Admin/Manager)
- Notification:
- New Business (Won Deal Announcement) – (Admin)
- Event Notification – (Admin)
- Subscribe Notification – (Admin)
- Retention Pipeline Notification – (Admin)
- Public Intake Settings – (Admin)
- Incoming Text Notification – (Admin)
- Task Due Notification – (Admin)
- Card Due Notification – (Admin)
- Service Board – (Admin)
- Pipeline leaderboard
- Renewal Pipeline (previously retention pipeline)– (Admin)
- Restrict Stage Change – (Admin)
Cancellation Pipeline AutomationÂ
Note: Feature available for NowCerts,HawkSoft,AMS360, and QQ Catalyst)
Board Settings
Pipeline settings have been separated into two different kinds of settings: Board Settings and Pipeline Settings.Â
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Board settings- You can customize the settings of the selected board.
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