Lead Flow – View by Quotes/Cards
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.
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User Interface and Navigation
Information about User Interface and Navigation
Bulk archive pipeline cards
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
Manage Fields and Add Mandatory Fields in Create New Pipeline
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
Pipeline – Direct Navigation to Edit and Create Pipeline Stages
A new enhancement has been introduced in the created pipeline edit process. Now, you can make changes in any of the six stages by
Pipelines – Displaying quote type on the deal card in the pipeline Dealboard view
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
Pipelines – Selected Filters Holding
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
Pipeline Edit Enhancement: Next and Skip & Update
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
Pipeline Overview – UI Changes
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
Commercial Contact mandatory field handling in Add Deal
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
Status Stamps for Pending and Completed Tasks in Deal Cards
Release Date: March 25, 2025​ With this enhancement, tasks inside the Deal Card now display a stamp indicating their status either “Pending” or “Completed.” This
Create/Edit Pipeline (UI Changes)
With our latest UI enhancement, managing pipelines has become more intuitive and user-friendly. The redesigned interface improves navigation, making it easier to create & update
Customize Add deal and Handle Mandatory Fields Pipeline Wise
Feature release Date: February 1st, 2025 With our latest enhancement, you can now customize and manage mandatory fields while editing pipelines within the Pipeline module.
