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Deal card
Disable all stages of pipeline automation
In the Apply Automation pop-up, you can now disable all the stages of Pipeline Automation through one sliding button. To view the enhancement: Navigate
Slack Notification Integration Use case
Through Slack notification, you can pass on the information of a new lead created through InsuredMine forms among your team members. This will help you
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Send Documents for eSignature from Contact360, Account360, and Deal card
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account
Card detail view from pipeline card page
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
Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section, links
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.
Additional Options in Won Deal
Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. To view the enhancement: Navigate to Notes section under each section-
Pipeline Card Detail Customization – Rearranging left modules & activity modules
Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and
How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
In this article, you will learn: How to select multiple deal cards and perform delete, won, lost and move action Multiple select and assign drip
Days stayed on the stage for card view
Now you can view the total number of days the card has been created and how long it has been in a particular stage. In pipelines,
