Pipeline manager Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Lead Source

InsuredMine — Thu, 15 Jun 2023 06:54:43 +0000

In this article, you will learn:

Lead Source is the primary source of referral for the contact. It is a record for where the lead came from. The best practice is to also enter the email address and phone number of the lead source.

Use Case: Consider the case where you want to know which marketing medium is working best for you? You just need to check the Deal Report by lead source to find out which lead source is added in most of the contacts … Is it Facebook, Webforms, personal referrals or some other channel? The one with the highest mentions is the best source for your agency.

How to add lead source in Contacts?

Adding lead source for new contact

To add lead source follow the steps mentioned below:

Navigate to Contacts module and click on Add contact.
On the Add New Contacts screen, scroll down to find lead source field.
Select the lead source by clicking an existing source or Click on add a new source.
When you click on add new source, the Source screen rolls out. Enter a source name (referral name), email address and phone number (if applicable). Click Submit.

Note: You can edit or delete the lead source for contact from the Source screen. Click on the pen icon to edit the referral information. Hover over the bin icon, delete option will be displayed. Click Delete to remove the lead source information.

Adding Lead Source for an existing contact

To add lead source for an existing contact

Navigate to the Contacts module.
Click the ellipse button under the Actions column of the specific contact row.
Select Edit from the options that appear.
On the Update contacts screen, scroll to the lead source field and follow steps 3 and 4 mentioned above as for new contacts.

Note: The referral date is by default chosen as the current date of adding lead source, if not specified otherwise at the time of adding the lead source.

The lead source is displayed in the contacts 360 profile of the contact. You can directly send emails or text messages to the source by clicking the email or text message icon respectively.

Lead Source in Pipelines

When a deal is added to an existing contact, the source is pre-populated, reflecting the lead source of the contact.

If you make any changes in the source or add a source, it is visible in the contact profile as well. The process to add source is the same as mentioned above while adding contacts. You can also add a source on the expanded deal card by clicking under the Source field in the header.

Lead Source is referred to as Source in Pipeline Manager

Deal Report by Lead Source

Indications of the report

The number of deals related to each deal source is displayed in this report.
The data can be viewed for All deals, lost deals, won deals and In process deals.
You can save an image or print the chart by clicking on the ellipse (3 dots).
The deal list for respective sources can be viewed by double-clicking on the individual bar.
It allows you to filter on the basis of specific time period. Select the date range to view the source analysis chart for any particular period.

Helpful Analysis

The Deal report by lead source in the pipeline deal charts reveals which lead generation channels produced the highest number of new leads. It is also useful to view the source that provided most revenue based on won opportunities.

The post Add Lead Source appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

What are the different ways to add a deal in Pipelines?

InsuredMine — Tue, 11 Apr 2023 12:05:54 +0000

In this article, you will learn:

Deal cards can be added manually in the Pipelines or are created by the system itself through the Importing Intake Form, Service Board and Zapier Integration.

Did you know you can add deals from 3 locations?

Overall button at the top of the screen → Add Deal

2. Dealboard → Click on +Add Another Card

3. Orange + All Deal Button on the Dealboard

All of these will take you to a pop screen where you can enter all of the details for this deal.

On this screen, you have the option of selecting which dealboard you want to add this deal to as well as which stage (on the chosen dealboard) you want to add this deal to.

The shortcut key for Adding a deal is Shift+ D

Enhancement: January 2021

Auto-saving of personal or commercial deal type

Now you can save your preferred deal card type while adding a deal card through Pipelines. Your selected deal card type gets auto saved. Next time when you will be adding another card in the Pipelines, you will find the deal card type same as that you selected last time.

To check this enhancement:

Navigate to Pipelines
Click on add another card
Select Personal, Commercial, Benefit, Life or Health by clicking on slide button
Close the page or log out
Login and navigate to Pipelines
Click on add another card again

You will find the selected deal type as the one you selected last time.

Enhancement: March 2021

Policy Tags while Adding a ‌Deal‌ ‌Card‌

Learn about Deals Added through Service Board

Learn about Deals Added through Intake Form

Learn about Deals Added through Zapier

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Forecast view- Deal Forecast

InsuredMine — Sat, 03 Dec 2022 08:13:37 +0000

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 projections help in tracking changes, assign tasks and manage effortlessly with brilliant insights into issues.

The forecast is related to the expected closing date and it shows deals expected to close in the respective months.

To view forecast segment , follow the steps mentioned below:

Navigate to Pipelines.
Click on the Forecast icon.
The monthly view of the deal cards is displayed as shown below.

A realistic estimate of deal close dates is important for forecast.

The post Forecast view- Deal Forecast appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Pipelines Basics

InsuredMine — Mon, 14 Nov 2022 15:28:14 +0000

The post Pipelines Basics appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Show checklist while importing in a deal card

Anjali Kapadia — Sat, 10 Sep 2022 16:36:25 +0000

Now you will be able to view all the items of the checklist while importing it into a deal card.

To view the enhancement:

Navigate to the pipeline manager
Click on a deal card to open it.
Click on To Dos
Click on Add Checklist

Select the checklist from the dropdown menu

Once you select the checklist, all the checklist items will be displayed below
Click on Import Checklist

You will get message saying Checklist imported successfully.

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Pipeline Manager- IM Agent App

Anjali Kapadia — Wed, 20 Apr 2022 11:32:59 +0000

The Pipelines section will show 2 boards- Personal and Private

Pipeline– Here you will find all the pipelines that the agent has created.

Stages– Once you select the board and the pipeline, you can find the stages under the pipeline.

How to add a deal card in the selected stage?

Navigate to pipeline manager
Select the stage
Click on the + sign
Select the deal type- Personal or Commercial
Select the deal board- Shared or Private
Type the contact name (If the name already exists then select the name that will pop up. If not, click on create new)
Select the assignee name, deal title, pipeline, stage, label, deal category, deal health, source, due date, expected closing date, description
Click on save

Note: Contact name, deal title, pipeline, and stage fields are mandatory.

What will be shown in the deal card display?

Once you select the pipeline, you will find the deal cards that are created in the pipeline. It will show the date, the number of days the card is staying in the particular stage, the total deal value, and a number of checklist items completed.

How to access the deal card?

To open the deal card, click on the red-colored arrow sign.

The deal card will have the following functionalities:

Add notes– To add notes, click on add notes icon > type the note > click on save
Send SMS– Click on send SMS > type in phone number > type in the message> Click the add file section to add a file > click on send
Add Files– Click on add files > select a file from your phone > fill in the file description> click on save.
Add Task– Click on add task > select template from the drop-down menu > Fill in the task title > select account name and contact name (if it is a new contact, you will need to create a new contact) > select assignee name from the drop-down > set the priority of the task (high, medium, or low)
Call– Click on the call icon
Email

Note:

For calls, the calls will be placed through your existing mobile number through which you will be accessing the application.

For email, you can send emails through the email id that you are accessing through your mobile.

The deal card will have 2 more sections: Timeline & About

Timeline– The timeline will include all the actions performed for the deal card

About – The about section will show the details which includes the contact name, assignee, deal title, label, deal health, source, due date, expected closing date, and description.

To update the assignee, label, deal health, and source, click on the drop-down menu and select the option you choose. Once completed, click on ok.

To update the due date and expected closing date, click on the calendar icon on the side and select the date. Click done, once completed.

How to mark a deal as won/lost?’

You have the option to mark the deal card as won or lost towards the top of the deal card.

How to mark the deal as WON?

To mark the deal as won, click on won and select the label from the drop-down menu. Then click to select the won date and fill in the description. Once completed, click on save.

How to mark a deal as LOST?

To mark the deal as lost, click on the lost icon and select the label and lost reason. Fill in the lost description. Then set the x-date, choose how many days before x-date you would like to set the reminder, and how many days before x-date you would like the deal card to open automatically.

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Shared Pipeline – FAQ

InsuredMine — Mon, 11 May 2020 17:56:35 +0000

In this article, you will learn:

Shared Pipeline

What is the significance of the shared Pipeline?

The Shared Pipeline shows any new leads that have come in but have not been assigned to an agent.

What deal type gets added to the shared Pipeline ?

Deals and leads being entered via the web.

Who can add a deal to the shared Pipeline?

Any agent can add a deal in a shared pipeline. Or you can have leads coming in from vendor or web sources populate into the shared Pipeline.

What are the limitations of the shared Pipeline?

Since it is not assigned to an agent, you cannot close a deal. However, you can perform most of the other activities.

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Shared Pipeline shows any new leads that have come in through the web but have not been assigned to an agent. You can move a deal card from the shared board to your personal Pipeline. An Admin can assign a deal card to any agent from the shared board.

You can perform most of the same activities you perform on the personal board.

Learn all about Shared Pipeline

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