InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Settings

All information about a Pipeline Settings

UI Changes in the Settings Module

In our ongoing commitment to enhancing user experiences, we have made significant updates to our “Get Started” process, “Settings” module and the “Sales Dashboard” feature.

Pipeline Access for Agents

Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error

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