InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline manager

Add Lead Source

In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral

Forecast view- Deal Forecast

Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales

Pipelines Basics

Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action

Pipeline Manager- IM Agent App

The Pipelines section will show 2 boards- Personal and Private   Pipeline- Here you will find all the pipelines that the agent has created. Stages-

Shared Pipeline – FAQ

In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who

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