InsuredMine CRM | Optimize and Grow Your Insurance Agency

goal setting

Goal Setting for Carriers

In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.

Goal Settings (Agents)

In this article, you will learn: Where to set Goals for agents? How to set a new Goal Goal Settings Table View Delete or Edit

Search
Generic filters

Most Search: Ams360Release Notes