Information about User Interface and Navigation
In the latest update, you can now swiftly edit checklist items directly from deal cards. Additionally, you can now integrate clickable URLs within checklists, enabling
Earlier, when a pipeline card was moved to another pipeline, its label would be removed. Now, the label will be retained and shared with the
With this new enhancement, users can swiftly view linked policy numbers associated with deals by clicking on the deal card and viewing the deal card
Introducing a feature to enhance your data entry process—”Insured Address Same as Mailing Address.” This intuitive functionality simplifies deal creation by allowing you to effortlessly
Earlier, we checked off each checklist item individually within the pipeline cards after completion. Now, you have the option to mark all checklist items as
Whatever custom field data you input while adding a deal, will be included in the excel report when the deal card will get downloaded. When
Previously, when adding a policy from the ‘add quotes’ section of the pipeline and syncing it, occasional errors occurred, resulting in the creation and sync
With the pipeline bulk upload feature, users can effortlessly upload large amounts of data. InsuredMine simplifies the process by creating deal cards based on policy
Previously, the system lacked the capability to incorporate quoted data when generating deal cards via bulk upload. However, now, if quoted data is included, it
Now, you have the option to choose multiple deal cards and assign labels to them without having to access each deal card individually. Use Case:
Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly
Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card
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