How to Manage Deals
One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the
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User Interface and Navigation
Information about User Interface and Navigation
Label Availability for Agents Accessing Specific Pipelines
Now all the agents who have access to the particular pipeline will have access to the labels of the specific pipeline. They can add/edit/delete labels
Mark due date as complete
Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which
Mark tasks as done for won/lost cards
Description – Introduced setting to auto-update task status for cards marked as Won or Lost Use Case – Effective automation to close pending tasks of
Merge Deal Cards in Pipeline Manager
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
Merge Labels in Pipeline
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
Merge Lead Sources in Pipeline
Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate
Pipeline Card Detail Customization – Rearranging left modules & activity modules
Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and
Scheduler – Schedule Appointments (like Calendly)
In this article, you will learn: Creating an event Scheduling and sending notification of the event Email Notification – Agent’s inbox Rescheduling event: Creating Multiple
