Benefit – Ease in managing the deal cards.

Process- 

• Navigate to the Pipelines module.

• Select a deal Card. Click on the three dots icon.

• Select Copy or Move card.

Note – Toggle Copy if you want to copy a deal card; otherwise, toggle Move to move a deal card into a specific pipeline and stage.

• Select the copy or move option.
• Select the pipeline and stage. Click on Update.

Note – You can archive a deal card with the archive option.

• Navigate to the card and select a three-dot icon.
• Click on Archive.

• A pop-up window will appear on the screen. Click on Yes, archive it!

• A confirmation message will appear that the Card is Archived.

The post Copy/Move and Archive Cards from Stage  appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Copy Deal card to another pipeline stage

Follow the steps mentioned below to copy the card from one pipeline to another:

1. Click Pipeline manager from left navigation.

2. Click the action icon (3 dots) on the deal card you want to copy. 3. Select Copy / Move Card from the list that appears.

4. In the Copy/move Card to another pipeline that appears to the right, Select the board and stage from the respective drop-down for card destination. 5. Click update

The field categories that are duplicated while copying the deal card are listed below:

1. Card Description
2. Checklists
3. Assigned agents
4. Policy data
5. Timeline data
6. Due date
7. Assigned drips
8. Labels
9. Intake forms
10. Custom quote

Enhancement: March 2021

Copy Deal card without the Events data

Problem: When copying a deal card to another pipeline, all the events of the card also are copied and are reflected on the new copy of the card.

Solution: When copying the deal card the original events of the deal card will not initially appear. Instead, there will be a link to the original deal card with the original Events Data.

Move a deal card to another pipeline?

Moving a deal card to another pipeline involves shifting the entire details to another pipeline unlike the copy function where specific entities are duplicated to another card. Follow the steps mentioned below to move deal card from one pipeline to another:

1. Navigate to Pipeline Manager
2. Click the 3 dots on the deal card you want to move.
3. Select Copy / Move Card from the list that appears.
4. On the Copy/Move Card to another pipeline screen, click Copy Toggle button to switch to Move option. Select the board and stage for card destination and click Update.

The first 3 steps to Move deal card are same as Copy deal card.

Copy card and Move card are two distinct functionalities. Copy card enables you to create a duplicate copy of the pipeline card for a specific pipeline board and stage. Whereas, Move card simply changes the card position from its current pipeline stage to the destination card Pipeline Board and stage that is selected in the screen shown above.

Enhanced User interface for Copy/Move card has been released in June, 2020

The post Copy or Move Dealcards appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to move a deal from your shared Pipeline to your personal Pipeline?

1. Go to dealcard you want to move.

2. Click on 3 dots on the dealcard. Then your dealcard will show this

3. Click on the orange arrow at the bottom right.  This deal card will be moved to your personal dealboard.

Can I move a deal card from personal to shared?

A deal card can only be moved from Shared to Personal.  However, you can assign another agent to your dealcard so they will have access to it.  

To do this:

1. Click on the dealcard.  You will get this screen:

2. Click on the orange  next to Assignee.  You will get a pop up screen on your right with a list of all the agents.  Just select the one you want to assign to this dealcard.

3. The agent who is now assigned will receive an email notification alerting them of this change.

4. You can see who have been assigned to this dealcard.

The post Move a deal from Shared to personal Pipeline appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.