Navigation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 10:59:08 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Navigation Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Forward and Backward Navigation from Card Details https://www.insuredmine.com/knowledge-base/forward-and-backward-navigation-from-card-details/ Mon, 15 May 2023 20:28:26 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=18057 This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline. To view the enhancement:   Navigate to Pipelines Select a pipeline and open a deal card On the top right you will find two arrow signs directing to open the previous card or open […]

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This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline.

To view the enhancement:

 

  • Navigate to Pipelines

  • Select a pipeline and open a deal card

  • On the top right you will find two arrow signs directing to open the previous card or open the next card.

  • Click on any of these two signs will take you to the next or previous card details.

  • The 3 dots between the arrows, it will list all deal cards in that stage.

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  • If you click on any of the action sections such as timeline or communications or any other, the very next or previous cards that you will be clicking will land on the same section.

Action Sections

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For example, if you click on the timeline section of any card, then all the cards either previous or next will display the timeline section while the card is opened.

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The post Forward and Backward Navigation from Card Details appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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