linked accounts Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 08:53:48 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico linked accounts Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Linked Account in deal cards https://www.insuredmine.com/knowledge-base/linked-account-in-deal-cards/ Wed, 03 May 2023 16:35:34 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21493 On the deal card details page, you will have the linked account details   To view the enhancement: Navigate to Pipelines Click on a deal card to have the deal card details view In the left panel, you will find the Linked Contacts details /*! elementor – v3.14.0 – 14-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image […]

The post Linked Account in deal cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

On the deal card details page, you will have the linked account details

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on a deal card to have the deal card details view

  • In the left panel, you will find the Linked Contacts details

The post Linked Account in deal cards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>