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Client Portal (7)
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Pipelines (139)
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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Add Checklist
In this article, you will learn: How to Create a Checklist? Adding Checklist from Pipelines Module How to add and creating a checklist template? How
Opportunities
In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities
Goal Management
In this article, you will learn: Goal Management for Agents Setting goals for multiple agents for multiple months simultaneously Goal management is more than just assigning
Create and Manage Pipelines
In this article, you will learn: Create a pipeline for sales or service Additional Functionalities To create multiple Pipelines – make sure you login as
Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
How to Manage Deals
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
Deal Charts: Reports & Filters
In this article, you will learn: Filters How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category
