InsuredMine CRM | Optimize and Grow Your Insurance Agency

Restart the stopped stage of Pipeline Automation

Previously, when an automation was in progress or scheduled for a deal card, and another automation was initiated in between, there was no option available to stop the prior automation or restart it. However, a solution has been implemented. Now, users have the capability to restart the interrupted automation with a simple click on the ‘START’ button.

 To view the enhancement:

  • Navigate to the pipelines module.
  • Select any deal card.
  • Click on “Automation” and navigate to the ” Automation” tab to review ongoing or scheduled automations.
  • Within source automation, I have two scheduled automations set to trigger. For instance, these automated processes are scheduled to activate at specific times.
  • Suppose,I’m moving the deal card to stage 2 or trigger a new automation in between, you may notice that the automation comes to a halt.
  • With a simple click on the ‘START’ button, you can easily resume previous automations in one go.

Note: If an automation is scheduled for 5 pm today and an attempt is made to start it at 6 pm, it will not initiate as the scheduled time has already passed. To ensure successful execution, trigger the automation before the scheduled time.

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