InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline

Full Contact

In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager

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

Pipeline Leaderboard

In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to

How to manage Notification subscription

In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription In the Pipelines module, you can notify designated

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

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

Change pipelines in Dealcharts

Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to

Restrict Pipeline Access

In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps

Copy or Move Dealcards

In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to

Add files

There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of

Action icon – add task

How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.