board settings Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 12:57:38 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico board settings Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Settings in Pipeline https://www.insuredmine.com/knowledge-base/pipeline-settings/ Tue, 01 Nov 2022 12:18:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6371 Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the Pipeline settings, click on the three-dot icon and select Pipeline Settings. /*! elementor – v3.14.0 – 14-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Set Default Pipeline And Stage For Public […]

The post Settings in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

Pipeline Settings

Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the Pipeline settings, click on the three-dot icon and select Pipeline Settings.


  1. Set Default Pipeline And Stage For Public Intake(Web Quote Form) (Admin)
  2. Goal Setting ( Carrier) (Admin/ Manager)
  3. Goal Setting (Activity) (Admin/Manager)
  4. Notification:
  5. Service Board – (Admin)
  6. Pipeline leaderboard
  7. Renewal Pipeline (previously retention pipeline)– (Admin)
  8. Restrict Stage Change – (Admin)

  9. Cancellation Pipeline Automation 

    Note: Feature available for NowCerts,HawkSoft,AMS360, and QQ Catalyst)

Board Settings

Pipeline settings have been separated into two different kinds of settings: Board Settings and Pipeline Settings. 

 

Board settings- You can customize the settings of the selected board.

 

  1. Lost Deal Reasons – (Admin)
  2. Goal Setting (Agent) (Admin/Manager)
  3. Round Robin- (Admin)
  4. Inactivity of Cards – (Admin)

The post Settings in Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>