InsuredMine CRM | Optimize and Grow Your Insurance Agency

User Preferences and Settings

Information about User Preferences and Settings

Forwarding e-mail within Pipeline

Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it

Card View (Summary)

In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address

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?

Generic filters

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