Pipeline automation may look a bit different with minor updates and improvements. The updated features include enhanced checklist management with multi-select options, updated agent roles in both Won and Lost stages to ‘Credit Agent,’ and improved Lost Automation with form preview, note archiving, and new filtering and retention details.
Here is a list of what has changed:
Use Case:
To View the Enhancement:
- You can now select one or more checklists simultaneously.
Won:
- Earlier within Won Automation Stage 1, it was Won agent now it has been changed to Credit Agent.
Lost:
- Earlier within Lost Automation Stage 1, it was Lost agent now it has been changed to Credit Agent as well.
Form Preview in Intake Form Automation:
- Add Note – This automation will archive the deal card from the pipeline and it will appear in the Archived List.
Shuffled positions to show like - After Day At 7:30 AM
- Added ‘i’ button and mentioned – This automation stage will run only for the Deal cards which will have the selected Lead Source/Category/Carrier/Label.
Addition of (i) Note:
- Added note mentioning what all information will be retained in the card.
- A ‘Primary Agent’ option has been added for credit agents in both Won and Lost automation stages.
