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Pipeline Automation and Workflow
Information about Pipeline Automation and Workflow
Close card when claim marked as done setting in claim pipeline automation
Description: The pipeline settings section provides a further setting option to close the card when marked done. Benefit: By automating the process of closing cards.
Custom fields and Tags in Pipeline
Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and
Deal source filter in all actions of pipeline automation
Update – Source filter drop-down added to all the actions under pipeline automation. Use case – Easier to run automation from a single lead source.Â
eSignature tab in Pipeline
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Handle Deal Cards without Contacts
Now you can create commercial deal cards without contact details. At times, there are accounts that don’t have any contact added to them. For those
How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
In this article, you will learn: How to select multiple deal cards and perform delete, won, lost and move action Multiple select and assign drip
Insurance Type option in Claim pipeline automation
Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
Loss date datapoint in claim pipeline
Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:
Option to add CSR as assignee in Renewal pipeline cards for EPIC.
Description: Assign the renewal card to the “CSR of the account” after the renewal automation has been enabled and the card has been created. Any
Pipeline Cloning
You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline. Â Note: This feature is only for admins.
Pipeline type implementation in Pipelines
Description: The new feature has been added in the pipeline module where when any Pipeline whose title have Sales, Renewals, Claims, Cancellations and Service then
