InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Goal Settings (Agents)

In this article, you will learn: Goal add/edit restricted and goal widget changes How to set goals for agents? Restricted Goals for Specific Agents Goal

Lead Sources

In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Add Lead Source

In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral

Editor for notes

In this article, you will learn: Notes Editor in Pipelines Notes Editor in Contacts Enhanced Mention in Text Editor The editor for notes gives you

Pipeline Leaderboard

In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to

How to manage Notification subscription

In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription In the Pipelines module, you can notify designated

Forecast view- Deal Forecast

Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales

Settings in Pipeline

Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the

Won Deal Announcement

Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which