InsuredMine CRM | Optimize and Grow Your Insurance Agency

Categories Management

Information about Categories Management

Category and carrier refresh for Epic

The latest update introduces a new functionality within Categories and Carriers. Now, whenever a Category or Carrier is added through the Epic system, users can

Categories

In this article, you will learn: Process to merge the categories: Process to undo merging of a particular category: How to remove categories from the

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Search
Generic filters

Most Search: Ams360Release Notes