InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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

Improved the Labels and Tag color palette

Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:  Navigate to Pipelines

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