labels Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 19 Oct 2023 08:41:12 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico labels Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Tags and Labels Restrictions for Agents https://www.insuredmine.com/knowledge-base/tags-and-labels-restrictions-for-agents/ Mon, 10 Jul 2023 16:15:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=17919 Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move the toggle bar to allow or restrict access to create tags or labels for each agent. Note: The agents for whom access will be restricted can only use the tags […]

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Now admin/ managers can restrict access to create tags or labels for their agents. 

To view the enhancement:

  • Navigate to Settings

  • Click on Restrictions

  • Move the toggle bar to allow or restrict access to create tags or labels for each agent.

Note: The agents for whom access will be restricted can only use the tags or labels that are already created.

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The agents who are not restricted can add, edit and delete labels and tags.

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For agents who are not granted access to tags and labels, they cannot add, edit or delete tags and labels.

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]]> Merge Labels in Pipeline https://www.insuredmine.com/knowledge-base/merge-labels-in-pipeline/ Sun, 26 Feb 2023 11:22:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=24270 Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain clean data in the CRM Process: Navigate to Pipelines and choose Board Settings. Click on Labels and choose the labels to merge. Click on Merge. Now choose the master label […]

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]]> Description – The feature will let you choose a master label by merging together multiple labels.

Use Case – Ideal to eliminate duplicates and retain clean data in the CRM

Process:

  • Navigate to Pipelines and choose Board Settings.

  • Click on Labels and choose the labels to merge.
  • Click on Merge.

  • Now choose the master label name and click on Merge.

 

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