add label Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:08:17 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico add label Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 How to Add Deal from Pipelines? https://www.insuredmine.com/knowledge-base/how-to-add-deal-from-pipeline-manager/ Sat, 18 Mar 2023 15:38:53 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6526 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 changes in add deal You can add a deal card to the selected pipeline from Pipelines. To add a deal card, click on the Add icon (+) from the top […]

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In this article, you will learn:

You can add a deal card to the selected pipeline from Pipelines. To add a deal card, click on the Add icon (+) from the top right of the Pipelines section to open the add deal card section.

How to add Deal from Pipelines?

You can add personal, commercial, benefit, life and health deal cards.

Fill in the contact name, email id, mobile number, deal title, agent to whom the card is to be assigned, pipeline name, deal category, stage where you want the deal card to be, set the deal health, deal source, due date and expected closing date. Click on save to lodge the deal card.


Note: In case of adding a commercial deal card, the only difference is that you need to add the Business name.

Description Field

The description field in the add deal form is a place when you can quickly add your notes you are receiving from your clients so this becomes an easy spot to check for additional information

Select Label while adding a deal card

Adding a label while creating a deal card has been made easier! Now you can add and select labels from the drop-down while adding a deal. And the linked automation will start immediately.

Adding a label while creating a deal card has been made easier! Now you can add and select labels from the drop-down while adding a deal. And the linked automation will start immediately.

Click on start ‘add deal’ automation to set automation

Note: Contact email address is required to start the automation

Enhancement: May 2021

More option in add deal

Now you will get more options while adding a deal through Pipelines.

Once you navigate to add a deal you will get more options to fill such as the Expected Premium of each deal category. You will also get the option to fill in the Date of Birth, and Full Address.

Retention Changes in Add Deal

For every policy as per agent setting retention card gets created in the pipeline prior to expiring, the default time is 60 days prior to expiring. Now, if any agent chooses the same retention policy while adding a deal he can make sure that the same policy card does not get created again. This enhancement will help to avoid any duplicacy.

 

To view the enhancement:

 

  • Navigate to pipelines

  • Click on add deal

  • Type and select the customer you would like to create a deal card for. 

  • Once you select the policy you will get the option to fill in the details and check the box beside ‘don’t create retention card for selected policy’.

 

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]]> Improved the Labels and Tag color palette https://www.insuredmine.com/knowledge-base/improved-the-labels-and-tag-color-palette/ Fri, 30 Sep 2022 11:34:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23728 Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:  Navigate to Pipelines and click on Board Settings Click on Labels and Create a new label on the deal card. You will also find the improved color palette while adding a tag under […]

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]]> Update – Increased the color choices while adding labels.
Application – Easier to segregate the labels and track the pipeline process

Process: 

  • Navigate to Pipelines and click on Board Settings

  • Click on Labels and Create a new label on the deal card.

  • You will also find the improved color palette while adding a tag under Contacts.

The post Improved the Labels and Tag color palette appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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