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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Ability to make custom fields mandatory for adding deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Lead Flow
Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
Unsubscribe Option in Add deal
You can now select the options for do not contact even while adding a deal card. To view the enhancement: Navigate to Pipeline Manager Click
Reactions in the notes – Pipeline, Contact, Account
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
Submission Pipeline Automation for AMS360 agencies
Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a
eSignature tab in Pipeline
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Quoted Date in Deal Quotes
You can find the quoted date if you navigate to the quote section of the deal card. To view the enhancement: Navigate to Pipelines
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Incoming Text Notification forward to email
You can set notifications for incoming text messages for a particular email id. Note: Only Admin can set this notification To view the
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Chronological Order Pipeline Automation Stages
Now automation stages will be arranged and sorted based on time. For example, if you have set stage 1 automation for an email that
