+7I am LOVING the new Pipeline Automation!!! So far it’s been helpful to automatically move clients to a Project / Audit bucket, as well as move them automatically to the COMPLETED bucket. So happy I can change the automation from a TASK telling me to move it, to having it move automatically 🥳
How are you using it?
+6We love to hear it!! 😎
The ability to disable the “Planning” pipeline stage was so helpful for me, because most of my clients just sat in “planning” for ages. Now I can have my automations actually move clients through a meaningful pipeline depending on what smart files they’ve completed or how many days it’s been since the project start. Incredible stuff.
+1I am LOVING the new Pipeline Automation!!! So far it’s been helpful to automatically move clients to a Project / Audit bucket, as well as move them automatically to the COMPLETED bucket. So happy I can change the automation from a TASK telling me to move it, to having it move automatically 🥳
How are you using it?
I am loving the ability to control the automations and stages! Now instead of having to adjust my process to fit the system, the system is fully customized to fit me! 🤸🏻
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