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	<title>edit plan Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Benefits, Life and Health Plan Option in Pipeline Manager</title>
		<link>https://www.insuredmine.com/knowledge-base/benefits-life-and-health-plan-option-in-pipeline-manager/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Sat, 01 Oct 2022 10:44:03 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=18334</guid>

					<description><![CDATA[<p>You add, edit and delete plan list from the settings section in Pipeline Manager. This plan list is only available under benefits, life and health policies.   To view the enhancement: Navigate to pipeline settings Click on Plans To add a plan, click on add and fill in the plan name  To edit click on [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/benefits-life-and-health-plan-option-in-pipeline-manager/">Benefits, Life and Health Plan Option in Pipeline Manager</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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						<section class="elementor-section elementor-top-section elementor-element elementor-element-5257c5d elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="5257c5d" data-element_type="section" data-settings="{&quot;jet_parallax_layout_list&quot;:[{&quot;jet_parallax_layout_image&quot;:{&quot;url&quot;:&quot;&quot;,&quot;id&quot;:&quot;&quot;,&quot;size&quot;:&quot;&quot;},&quot;_id&quot;:&quot;a69c4d3&quot;,&quot;jet_parallax_layout_image_tablet&quot;:{&quot;url&quot;:&quot;&quot;,&quot;id&quot;:&quot;&quot;,&quot;size&quot;:&quot;&quot;},&quot;jet_parallax_layout_image_mobile&quot;:{&quot;url&quot;:&quot;&quot;,&quot;id&quot;:&quot;&quot;,&quot;size&quot;:&quot;&quot;},&quot;jet_parallax_layout_speed&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:50,&quot;sizes&quot;:[]},&quot;jet_parallax_layout_type&quot;:&quot;scroll&quot;,&quot;jet_parallax_layout_direction&quot;:null,&quot;jet_parallax_layout_fx_direction&quot;:null,&quot;jet_parallax_layout_z_index&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_x&quot;:50,&quot;jet_parallax_layout_bg_x_tablet&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_x_mobile&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_y&quot;:50,&quot;jet_parallax_layout_bg_y_tablet&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_y_mobile&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_size&quot;:&quot;auto&quot;,&quot;jet_parallax_layout_bg_size_tablet&quot;:&quot;&quot;,&quot;jet_parallax_layout_bg_size_mobile&quot;:&quot;&quot;,&quot;jet_parallax_layout_animation_prop&quot;:&quot;transform&quot;,&quot;jet_parallax_layout_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;]}]}">
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}</style>				<p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You add, edit and delete plan list from the settings section in </span><a style="text-decoration: none;" href="https://www.insuredmine.com/knowledge-base/pipeline-manager-basics/"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #1155cc; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: underline; -webkit-text-decoration-skip: none; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">Pipeline Manager</span></a><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. This plan list is only available under benefits, life and health policies.</span></p><p><b id="docs-internal-guid-f46918a2-7fff-dd90-4cfe-79b1b0030dfa" style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To view the enhancement:</span></p><ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to </span><a style="text-decoration: none;" href="https://www.insuredmine.com/knowledge-base/pipeline-settings/"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #1155cc; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: underline; -webkit-text-decoration-skip: none; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">pipeline settings</span></a></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on Plans</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To add a plan, click on add and fill in the plan name </span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To edit click on the edit icon under the action tab, edit it, and click on update.</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To delete click on the bin icon and confirm if you want to delete the plan.</span></p></li></ul>						</div>
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													<img fetchpriority="high" decoding="async" width="1024" height="376" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1.jpg" class="attachment-large size-large wp-image-29979" alt="/&quot;/&quot;" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1.jpg 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1-600x220.jpg 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1.jpg 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1.jpg 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img1.jpg 1532w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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													<img decoding="async" width="522" height="186" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144552/plan-img-2.jpg" class="attachment-large size-large wp-image-29975" alt="/&quot;/&quot;" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144552/plan-img-2.jpg 522w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144552/plan-img-2.jpg 300w" sizes="(max-width: 522px) 100vw, 522px" />													</div>
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													<img decoding="async" width="945" height="180" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144551/plan-img-3.jpg" class="attachment-large size-large wp-image-29976" alt="/&quot;/&quot;" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144551/plan-img-3.jpg 945w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144551/plan-img-3-600x114.jpg 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144551/plan-img-3.jpg 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144551/plan-img-3.jpg 768w" sizes="(max-width: 945px) 100vw, 945px" />													</div>
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							<ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate back to pipeline</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on </span><a style="text-decoration: none;" href="https://www.insuredmine.com/knowledge-base/how-to-add-deal-from-pipeline-manager/"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #1155cc; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: underline; -webkit-text-decoration-skip: none; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;">add deal</span></a></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Fill in the details and click on save</span></p></li></ul>						</div>
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													<img loading="lazy" decoding="async" width="694" height="793" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144550/plan-img-4.jpg" class="attachment-large size-large wp-image-29977" alt="/&quot;/&quot;" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144550/plan-img-4.jpg 694w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144550/plan-img-4-600x686.jpg 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144550/plan-img-4.jpg 263w" sizes="(max-width: 694px) 100vw, 694px" />													</div>
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							<ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on the deal to have an extended view, you can find plan details mentioned on the left side of the deal card.</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You can add more plans to the deal card.</span></p></li></ul>						</div>
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													<img loading="lazy" decoding="async" width="824" height="708" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img-5.jpg" class="attachment-large size-large wp-image-29978" alt="/&quot;/&quot;" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img-5.jpg 824w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img-5-600x516.jpg 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img-5.jpg 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/01/05144549/plan-img-5.jpg 768w" sizes="(max-width: 824px) 100vw, 824px" />													</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/benefits-life-and-health-plan-option-in-pipeline-manager/">Benefits, Life and Health Plan Option in Pipeline Manager</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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