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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Enable or disable a pipeline from the pipeline board
Now you can enable or disable a pipeline from the pipeline board. Once disabled, it will become dormant and won’t be visible to any agent
Bypass the pipeline automation for agents
Now you can disable the Apply automation pop-up which appears when any action for which automation is set is done in the pipeline. To view
Disable all stages of pipeline automation
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
Pipeline automation in the pipeline timeline
Now the Automation updates will be available in the timeline section of the deal card. So whatever automation will be applied to the deal card,
Manage inactive days for the cards at pipeline stage level
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
Ability to make custom fields mandatory for adding a 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
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
Do not contact 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
