InsuredMine CRM | Optimize and Grow Your Insurance Agency

DealCard

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

Copy or Move Dealcards

In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to

Search
Generic filters

Most Search: Ams360Release Notes