add labels Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple select cards and add Labels

Arshad Hussain — Wed, 13 Mar 2024 08:33:36 +0000

Now, you have the option to choose multiple deal cards and assign labels to them without having to access each deal card individually.

Use Case: Streamline the process of selecting and labeling multiple deal cards simultaneously, saving time and effort.

To View the Enhancement:

Select multiple deal cards.
Click on the ‘Add Labels’ option.

A new window will appear, allowing you to select the desired label(s).
Click ‘Save.’

Upon completion, you will receive a success message confirming: “Labels assigned successfully.”

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Add a label to the card from the pipeline card view

Neelima Gayathri — Sat, 08 Apr 2023 04:57:31 +0000

Update – The option to add labels to the deal card is now available within the card view

Application – Easier access to add labels

Process:

Navigate to Pipelines and click on the card for a detailed view
Click on the + symbol next to Labels to add the label

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Label Availability for Agents Accessing Specific Pipelines

Anjali Kapadia — Wed, 08 Mar 2023 07:49:33 +0000

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 of the specific pipeline while adding them to the deal card.

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