InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

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

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

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