InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline

Pipeline Overview – UI Changes

We’ve updated the Pipeline Overview to deliver a more streamlined and visually appealing experience. The latest improvements include: View Type, Status Indicator, Card Layout – 

Total Revenue as Filter in Pipeline

The Total Revenue Filter in Pipeline helps users focus on deals that meet specific revenue criteria. Users can access it in the pipelines module by

Forwarding e-mail within Pipeline

Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it

Create Custom Forms

In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline

Search
Generic filters

Most Search: Ams360Release Notes