InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline

Ringless voicemail

In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track

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

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

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