InsuredMine CRM | Optimize and Grow Your Insurance Agency

merge

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

Merge Labels in Pipeline

Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain

Categories

In this article, you will learn: Process to merge the categories: Process to undo merging of a particular category: How to remove categories from the