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.
Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for
Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view
Description – Introduced setting to auto-update task status for cards marked as Won or Lost Use Case – Effective automation to close pending tasks of
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the
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