InsuredMine CRM | Optimize and Grow Your Insurance Agency

Introducing the Pipeline Card Assignee Option for Task Assignment in Pipeline Automation

This new feature allows users to select the Assignee of the pipeline card as an option for task assignment within Pipeline automation. By choosing the task stage and subsequently opting for the “Assignee of the pipeline card,” users can seamlessly assign the pipeline card assignee to the task.

Navigation:

  1. Go to Pipelines.
  2. Click on Action.

3. Select Automation.

4. Add a new automation stage.

5. Select Task.

6. Click on Assignee.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes