Use case: If you are sending an email notification to agents via Single Contact Drip or automation, you can add a deal card tag. The result
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
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
Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
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 – Add tags to the subject line in email communications Application – Easier and more efficient communication system for agents Process: Navigate to
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Â Note: These
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
In this article, you will learn: Updated tags in Template Builder Nick name and Salutation tag Common tags will help you to make your work
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