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Pipeline stages can have one or several automations – and you can always find out what those are, as well as quickly add to or delete them.
All you need to do is click the icon to explore the details: what automations the stage has and what templates are used.
Learn more about pipelines and automations in our Help Center: https://help.taxdome.com/article/108-using-automations#4
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
How to View Automations in a Pipeline
Pipeline stages can have one or several automations – and you can always find out what those are, as well as quickly add to or delete them.
All you need to do is click the icon to explore the details: what automations the stage has and what templates are used.
Learn more about pipelines and automations in our Help Center: https://help.taxdome.com/article/108-using-automations#4
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
