list view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 12:51:13 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico list view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 List View https://www.insuredmine.com/knowledge-base/list-view/ Mon, 28 Nov 2022 15:48:47 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6533 In list view you can sort the list view of the deal cards based on the pipeline stages: In list view, you can sort the deal cards, based on deal health, due date, creation date, deal value, deal title. Features under Quick Actions (3 dots): Add Note Send email Add activity Add file Send Text Add Task […]

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In list view you can sort the list view of the deal cards based on the pipeline stages:

In list view, you can sort the deal cards, based on deal health, due date, creation date, deal value, deal title.


Features under Quick Actions (3 dots):

Add Note

Send email

Add activity

Add file

Send Text

Add Task

Call

Copy / Move card

Moved to shared

You can also archive the deal cards.


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