InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline manager

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.

Pipelines Basics

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

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

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