deal won Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 28 Apr 2026 12:45:46 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico deal won Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Mandatory Fields for Deals Won https://www.insuredmine.com/knowledge-base/mandatory-fields-for-deals-won/ Fri, 30 Jun 2023 17:45:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22728 Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the settings page.    To view the enhancement: Navigate to Settings  Select Mandatory Fields Select Won Deal Set the fields and mark them as Required   /*! elementor – v3.23.0 – […]

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Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the settings page.

 

 To view the enhancement:

  • Select Mandatory Fields

  • Select Won Deal

  • Set the fields and mark them as Required

 

More Mandatory Field Options While Marking a Deal as Won

Now admin can add Policy Number, Premium, Carrier, and Policy Effective Date as mandatory fields while marking a deal as won. 

 

To view the enhancement:

  • Navigate to Settings

  • Click on Mandatory Fields under Configuration

  • Click on Won Deal

  • Check the box to mark the fields as Required

  • Once completed, you will be notified with the message “mandatory fields updated.”

In the future, when an agent marks the deal as won, he/she will be required to complete these  mandatory fields.

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