InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Goal Settings (Activity)

In this article, you will learn: How to set new activity goals for the agents? How to edit the activity goals for the agents? How

Action

The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per

Pipeline Filters and views

Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set

List View

In list view you can sort the list view of the deal cards based on the pipeline stages: In list view, you can sort the deal

Pipelines Basics

Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action

Card View (Summary)

In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address

Email notification on card re-opening

Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on

Send Quotesheet via text

Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on

Task Overview in Pipeline Card View

Task Overview functionality is available for all the roles- admin and agent. It is applicable for both shared and private cards. How can you have the Task Overview, and

Select Categories for the Pipeline

In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom Select Categories feature is available for creating