lead flow Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 08:53:01 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico lead flow Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Lead Flow https://www.insuredmine.com/knowledge-base/lead-flow/ Mon, 08 May 2023 10:25:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23050 Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.   To view the enhancement: Navigate to Pipeline Manager Click on 3 dots icon and select Deal Charts Click on Lead Flow You will find the list of Leads created […]

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Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.

 

To view the enhancement:

  • Navigate to Pipeline Manager
  • Click on 3 dots icon and select Deal Charts
  • Click on Lead Flow
  • You will find the list of Leads created
  • You can group the leads based on status, assignee, category, carrier, lead source, and label
  • You can also filter the list as per the date

The post Lead Flow appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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