InsuredMine CRM | Optimize and Grow Your Insurance Agency

Deal card

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

Print Timeline

Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline. 

Generic filters

Most Search: Ams360Release Notes