InsuredMine CRM | Optimize and Grow Your Insurance Agency

add deal

How to Add Deal from Pipelines?

In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention

Pipeline Filters and views

Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set

QQ Catalyst Integration

In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The

Unsubscribe Option in Add deal

You can now select the options for do not contact even while adding a deal card.  To view the enhancement: Navigate to Pipeline Manager Click

Generic filters

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