Information about Pipeline Automation and Workflow
Now you can enable or disable a pipeline from the pipeline board. Once disabled, it will become dormant and won’t be visible to any agent
In this article, you will learn: Goal Management for Agents Setting goals for multiple agents for multiple months simultaneously Goal management is more than just assigning
In this article, you will learn: How to set new activity goals for the agents? How to edit the activity goals for the agents? How
You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager.
Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
On the deal card details page, you will have the linked account details To view the enhancement: Navigate to Pipelines Click on a deal
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
Now the Automation updates will be available in the timeline section of the deal card. So whatever automation will be applied to the deal card,
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
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