Deal card Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?

InsuredMine — Tue, 01 Aug 2023 17:55:04 +0000

In this article, you will learn:

You can perform actions by selecting multiple deal cards. This enhancement will help you to work faster.

To select multiple deal cards and perform action:

Hover the cursor over the deal cards to select the deal card.
Click on move, archive, won or lost.

When you click move, a pop-up window will open to select the Pipeline and select the Stage.

When you click archive, a pop-up window will open to confirm your action.

When you click won, a pop-up window will open to fill the won card details.

When you click lost, a pop-up window will open to fill the lost card details.

Enhancement: July 2021

Multiple select and assign drip

You can assign drips for multiple deal cards from the Pipelines. This enhancement will help you to quickly assign drips for multiple deal cards without getting into the SCD section in engagement.

How to assign drips for multiple deal cards?

Navigate to Pipelines
Select the deal cards for which you want to assign drips.
Click on assign drip

Select the drips that you want to assign
Click on assign
You will get a notification saying: “ Selected drips are assigned to cards successfully.”

Once you assign the drip you can view the drip card details in the drip campaign section.

The post How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Send Documents for eSignature from Contact360, Account360, and Deal card

Anjali Kapadia — Tue, 04 Jul 2023 16:25:10 +0000

You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline.

Contact 360

Account 360

Deal Card

To view the enhancement:

Navigate to Accounts
Select one account to view the Account 360
Click on Files
Upload a PDF document

Note: Only PDF document is applicable for eSignature. If you upload any other format it will display an error message.

Once the file is uploaded it will be visible in the file list
Click on the three-dots icon next to the file name
Select Send For eSignature

If you want to add additional signers, click on the Add button and click Next

Add and place the fields and click Next

Type the subject and message and click Send

The eSignature tab is also available in Contact 360 and Account 360. And if you have already sent any document for eSignature from Contact 360 or Account 360 then you will find all the details under the eSignature tab. The details will include all the documents you have sent and the status of the document.

The post Send Documents for eSignature from Contact360, Account360, and Deal card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Select Mandatory Fields

InsuredMine — Sat, 01 Jul 2023 03:03:54 +0000

In this article, you will learn:

Mandatory fields build consistency in the system, to extract values, and provide the basis for analysis. The Customized mandatory fields functionality in settings allow you to select specific fields and mark them as required in Contacts or Pipeline manager modules – Deal Cards!

This setting is available only when you login as an Administrator.

Mandatory fields for Add Deals

Steps to mark the required fields:

Navigate to the Settings module and select the Customize field option from the left.
On the Customize add deals segment, click on the grey toggle button to enable mandatory fields.
When the toggle changes to orange, it indicates that the field is marked as mandatory in the Contacts and Pipeline Manager module.

Settings >> Customize fields

Enhancement August 2022

More Mandatory Field Options While adding a Deal Card

Now the admin can add Mobile Phone, Email, and Category as mandatory fields while adding a deal card.

To view the enhancement:

Navigate to Settings
Click on Mandatory fields under Configuration
Click on Add Deal
Check the box to mark the fields as Required
Once completed, you will be notified with the message “mandatory fields are updated”

Once the admin has set these as mandatory fields, agents will be required to complete these fields while adding a deal card in the pipeline.

Mandatory fields for Add Contacts

While adding contacts you can mark certain fields as mandatory. Navigate to Setting>Customize field> Customize Add Contacts. Click to toggle for enabling or disabling the fields for marking as mandatory. Orange indicates enabled and the grey indicates disabled. The field titles with * on the Add Contact screen implies that the records should be filled compulsorily.

Enhancement August 2021

Add Labels in the Mandatory Fields when adding a deal card

Admin can now make the Label field mandatory while adding a deal card.

To view this enhancement:

Navigate to user icon
Click on settings
Click on Configuration
Select on mandatory Fields
Click on Add Deals
Check the box beside labels as required.
You will get a message saying mandatory fields updated.

Once the Label field is made mandatory, any agent while adding a deal card cannot save it until they fill in the label field.

Redirection to Contact 360 from Email Campaign Analytics

The post Select Mandatory Fields appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Days stayed on the stage for card view

InsuredMine — Sun, 25 Jun 2023 17:41:11 +0000

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, if you select card view, in each deal card you can find the total number of days the card has been staying in the particular stage since it has been created.

Use case: For example, if a deal card is created on May 5th 2020, and is in the Gather Info stage, then the total number of days will be displayed based on the current date.

The post Days stayed on the stage for card view appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Duplicate data for Contact 360, Account360, and Pipeline Deal Card

Anjali Kapadia — Sun, 18 Jun 2023 17:05:49 +0000

Release Date: June 16, 2023

Overview

We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are identified based on the contact’s email address or phone number (including business and other available contact numbers), allowing users to easily review and manage duplicate records.

Use Case: This enhancement helps users quickly identify duplicate contact records across Contact360, Account360, and Deal Cards. By reviewing and merging duplicate records when necessary, users can maintain accurate data and reduce duplicate entries across the system.

To view the enhancement:

Navigate to Contacts.
Click on a contact to view the contact 360.

If you click on the Duplicates Found tab, the list of duplicate records will be visible.
You can select a few of those details and can merge them if required.

Similarly, if you navigate to deal cards and open a deal card, under Linked Contacts, you will find the duplicate record.

Additionally, even if you navigate to Accounts and click on contacts under Account 360, you will find the duplicate record details.

The post Duplicate data for Contact 360, Account360, and Pipeline Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Adding Links in Contact360, Account360, Deal Card

Anjali Kapadia — Sat, 10 Jun 2023 16:46:08 +0000

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 can be added in the description section under the to-do section, tasks, notes, files, communication (email & text), activities, and timeline.

In account360, links can be added in the description section under files, communication, tasks, and notes.

In contact360, links can be added in the description section under files, communication, tasks, and notes.

Note: In text, the link will be clickable. However, in notes and email, the link will not be clickable.

The post Adding Links in Contact360, Account360, Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Card detail view from pipeline card page

Anjali Kapadia — Fri, 09 Jun 2023 16:09:26 +0000

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

The post Card detail view from pipeline card page appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Print Timeline

Anjali Kapadia — Tue, 06 Jun 2023 19:05:29 +0000

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.

To view the enhancement:

Navigate to Pipeline Manager
Click on a deal card
Click on the settings icon
Click Print Timeline.

The timeline will be downloaded in PDF format.

The post Print Timeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Disable all stages of pipeline automation

Neelima Gayathri — Thu, 25 May 2023 09:17:09 +0000

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 to Pipelines
Move a deal card from one stage to automation

Note: Automation needs to be previously set for the pipeline you are working on.

You will have a popup where you will get a sliding button to disable all the automation. You can disable all the stages. In case you want to enable any particular stage of automation, you can individually select the stage.

The post Disable all stages of pipeline automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Edit Notes in Account360, Contact360, and Deal Card

Anjali Kapadia — Fri, 19 May 2023 21:03:53 +0000

You can now edit notes from Account 360, Contact 360 and Deal Cards.

To view the enhancement:

Navigate to Notes section under each section- Accounts 360, Contact 360, Deal Card section
Click on the edit icon beside the notes to edit.

In Account 360

In Contact 360

In Deal Card

Click to edit notes.

The post Edit Notes in Account360, Contact360, and Deal Card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Open tracking details in the deal card, account 360, or contact 360

InsuredMine — Tue, 02 May 2023 07:46:26 +0000

In this article, you will learn:

Whenever an email is sent through automation from a deal card, account 360, or contact 360 and is opened by the recipient, you will receive a tracking update that the recipient has opened the email.

How to view the open tracking in the deal card:

Navigate to the deal card for which you have set the automation.
In the tracking details section of the deal card, you will get the update once the email is opened by the recipient.

How to view the open tracking in contacts:

Navigate to Contacts
Click on the name to go to Contact 360.
Go to Events
Scroll down and click Emails as a filter (this is optional)
You will see it here:

For account 360 you can navigate to the accounts section. Click on the name and scroll down to view the contact 360. Select events to send an email. You can find the tracking details here too.

The post Open tracking details in the deal card, account 360, or contact 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipeline Card Detail Customization – Rearranging left modules & activity modules

Anjali Kapadia — Mon, 20 Feb 2023 20:59:32 +0000

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 drop.

To view the enhancement:

Navigate to Pipelines and open a deal card
On the left side hover the cursor on the module that you to rearrange
You will find the drag icon just select and drag it at the desired position.

You will get a message saying:

Similarly, in the communication section, you can drag the cursor to the desired position. And the module will be placed accordingly.

Note: The position that you have rearranged will be the default one. So, each time you log out and log in or refresh, the modules will be displayed the same.

Whatever changes you make in the arrangement of the modules inside the deal card, the same changes will get reflected in all the deal cards in the pipeline. particular pipeline.

The post Pipeline Card Detail Customization – Rearranging left modules & activity modules appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Deal card Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?﻿

In this article, you will learn:

Send Documents for eSignature from Contact360, Account360, and Deal card

Select Mandatory Fields

In this article, you will learn:

Mandatory fields for Add Deals

More Mandatory Field Options While adding a Deal Card

Mandatory fields for Add Contacts

Add Labels in the Mandatory Fields when adding a deal card

Redirection to Contact 360 from Email Campaign Analytics

Redirection to Contact 360 from Email Campaign Analytics

Days stayed on the stage for card view

Duplicate data for Contact 360, Account360, and Pipeline Deal Card

Adding Links in Contact360, Account360, Deal Card

Card detail view from pipeline card page

Print Timeline

Disable all stages of pipeline automation

Edit Notes in Account360, Contact360, and Deal Card

Open tracking details in the deal card, account 360, or contact 360

In this article, you will learn:

How to view the open tracking in the deal card:

How to view the open tracking in contacts:

Pipeline Card Detail Customization – Rearranging left modules & activity modules

How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?