deal card view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 10:44:56 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico deal card view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Card detail view from pipeline card page https://www.insuredmine.com/knowledge-base/card-detail-view-from-pipeline-card-page/ Fri, 09 Jun 2023 16:09:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21480 If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card health, change the expected closing date, edit the stage, and add an assignee to the deal card.   To view the enhancement: Navigate to Pipelines Click on Deal Card The […]

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If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card health, change the expected closing date, edit the stage, and add an assignee to the deal card.

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on Deal Card

  • The deal card details will open in a popup window 

  • To edit the deal health on the deal card, click on the deal card health, set the deal health and click save
  • To edit the expected closing date, click on the expected closing date, select the date and click save
  • To change the stage, select the appropriate stage from the drop-down menu and click save
  • To add an assignee, click on add icon next to the assigned agents and click save

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]]> Deal Health Report https://www.insuredmine.com/knowledge-base/deal-health-report/ Tue, 05 Jan 2021 06:13:05 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=8628 In this article, you will learn: How to view the Deal Health Report? In the report list: Deal Health Report will allow agents and admin to have an analytical view of the deals won, lost, or in the process based on the deal health- Hot, Warm, Cold. How to view the Deal Health Report? Navigate to Pipeline Manager Click on Settings Click on the deal chart option to view […]

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In this article, you will learn:

Deal Health Report will allow agents and admin to have an analytical view of the deals won, lost, or in the process based on the deal health- Hot, Warm, Cold.

How to view the Deal Health Report?

  • Navigate to Pipeline Manager
  • Click on Settings
  • Click on the deal chart option to view the deal report section
  • Scroll down to view the deal report by health
There are the following filters: All, Won, Lost, and In Process The default period will be for the last 30 days from the current date. Click on the dates to change them as per the requirement.
  • The pie chart will demonstrate the deals in the 3 segments based on deal health- hot, warm, and cold. And each section is clickable.
  • Clicking on each segment will display the list of all the deal cards related to that particular deal health in a separate window.
  • You can download the report by clicking on the download button [↓] provided on the top right of that specific deal health status.

In the report list:

You can have a look into the selected deal card by clicking on the deal name

If the user clicks on the lead name, it will take him to the contact 360 section of that particular lead.

You can also see the agent name associated with the deal along with several other data points..

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