Information about User Interface and Navigation
Release Date: 6 March 2026 We have introduced a new enhancement in the Pipeline module filter section that allows users to filter pipeline cards more
Release Date: 6 March 2026 We have introduced a new enhancement in the Pipeline module that allows users to select multiple deal cards at once
Release Date:- November 24th 2025Â We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated
We have introduced a new enhancement in the Pipeline Module – Lead Flow. As part of this update, two new options—Quotes and Card—have been added.
We have introduced an enhancement to the bulk archive functionality from the multiselect option in the Pipelines. With the recent enhancement, users now have the
With this new enhancement, you can create Pipelines and manage both standard and mandatory fields with ease. Add mandatory fields as needed to match your
A new enhancement has been introduced in the created pipeline edit process. Now, you can make changes in any of the six stages by
We’ve introduced a new feature in the Pipeline module where the category (quote type) is now visible directly on each Deal Card. This enhancement helps
We’ve introduced a new feature in the Pipeline module that retains your selected filters, even if you navigate to other modules within InsuredMine. This enhancement
We’ve introduced a major usability improvement in the Pipeline editing flow to make the experience faster and more intuitive. Now, you can: Move between stages
We’ve updated the Pipeline Overview to deliver a more streamlined and visually appealing experience. The latest improvements include: View Type, Status Indicator, Card Layout –Â
Release Date: April 26, 2025​ We’ve introduced an enhancement in the Pipeline module – now you can make a Contact Name for Commercial Deal cards
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