Deal cards Events Notification Subscription
Now admin can choose which agent will receive the selected notifications. To check the enhancements: Navigate to Pipelines Click on the 3 dots icon (action) Navigate
Deal card
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
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
Move a deal card
In this article, you will learn: 1. Move a deal card by Drag and drop : 2. Moving the deal card to another stage from
Deal Health Report
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
Move a deal from Shared to personal Pipeline
How to move a deal from your shared Pipeline to your personal Pipeline? 1. Go to dealcard you want to move. 2. Click on 3
