pipeline automation

We’ve introduced an enhancement to the Service Pipeline. When creating a new service  pipeline under Categories, the “Custom” option will now be selected automatically by

A new enhancement has been introduced in the Pipeline module under Automation. Users can now access email analytics – including open rates, click rates, bounces,

The introduction of a “Resend” option enhances the efficiency and usability of our pipeline automation system. In instances where a pipeline automation stage encounters an

Now, while setting up a pipeline automation stage, you can add ‘Quote Effective Date’ and ‘Quote Expiration Date’ tags. These tags help you fetch quote

Earlier, within the add automation stage in pipelines, you were able to send intake forms directly via email, but now you can send them through

 Earlier in the cancellation pipeline, we had two options: ‘By Default’ and ‘Customize.’ Following recent UI enhancements, we have renamed the ‘Customize’ option to ‘By