Information about Pipeline Automation and Workflow
To Dos, Notes, and Tasks, is now available in the deal card quick view. This enhancement enables users to incorporate a checklist, add notes, and
The new feature “Add Checklist” has been added to the pipeline stage automation.You can now easily select a checklist, and let automation take care of
Now within the triggers section, specifically under “Deal Health Hot, Warm, Cool, and Cold,” you have the capability to create the automation to respond proactively
This feature is introduced in Pipeline automation that greatly enhances your ability to track and analyze automation actions. With this update, you can now easily
Our most recent feature enhancement equips users with an advanced capability within the pipeline module. Now, when performing bulk uploads, you have the option to
The Quick Action Button in the InsuredMine top menu is a powerful feature designed to streamline your workflow by providing quick access to essential actions.
A recent update to the feature module introduces an enhanced capability within the pipeline automation process. Users can now assign multiple agents to different stages
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
You can notify your agents via email of all the incoming texts. To check the enhancement: Navigate to Pipelines Click on the 3 dot icon (action)
Admin/user can setup/trigger a lost deal automation campaign from the Pipeline Manager module. Note: Each automation is specific to the pipeline; i.e if you have two
Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that
You can set notifications for incoming text messages for a particular email id. Note: Only Admin can set this notification To view the
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