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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Multiple Intake Forms in Deal Card
This feature will help agents to set and send multiple intake forms to the contact of a deal card. You need to gather information regarding
Pipeline Cloning
You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline. Â Note: This feature is only for admins.
Win Probability Percentage in Deal Stages and Deal Chart
When you create a pipeline, you can set the win probability percentages. This feature will help agents to understand the chance of winning the deal.
Admin/Manager Access: Deal Activity Effort by Individual Agents
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
% change data on deal card details and filter range
This feature is for the renewal pipeline only. This feature will help you know the percent change (increase/decrease) in premium for renewed policies. The filters
Mapping of email and mobile to the account while adding a commercial deal for new business and new contact
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
Cancellation Pipeline Automation
How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through
How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
In this article, you will learn: How to select multiple deal cards and perform delete, won, lost and move action Multiple select and assign drip
Pipeline cards create by CSV upload
You can create deal cards in a pipeline by uploading a CSV file format. The purpose of this enhancement is to help agents to create
Days stayed on the stage for card view
Now you can view the total number of days the card has been created and how long it has been in a particular stage. In pipelines,
Clickable Link in Overall Portal
Now every web link that you will use in the overall InsuredMine portal will be clickable and the links will open in a new tab
