InsuredMine CRM | Optimize and Grow Your Insurance Agency

pipeline settings


The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per

Annual Goals For Carriers

Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for

Goal Setting for Carriers

In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.

Settings in Pipeline

Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the

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