InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Linked Account in deal cards

On the deal card details page, you will have the linked account details   To view the enhancement: Navigate to Pipelines Click on a deal

Inactive Deal Card Filter

You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager.  Note:

Custom fields and Tags in Pipeline

Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and