InsuredMine CRM | Optimize and Grow Your Insurance Agency

lead source

Add Lead sources in bulk

Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save

Lead Source Filter In Pipeline

Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based

Merge Lead Sources in Pipeline

Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate

Lead Sources

In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user

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