rating Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 12:14:19 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico rating Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Rating in Accounts with filter https://www.insuredmine.com/knowledge-base/rating-in-accounts-with-filter/ Fri, 25 Nov 2022 13:26:46 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=19856 Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter. To add the Ratings to the accounts: Navigate to the Accounts Click on the account to navigate to Account 360 To edit the rating of any account: Navigate to the 3-dots beside the account name  Click on […]

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Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter.

To add the Ratings to the accounts:

  • Navigate to the Accounts

  • Click on the account to navigate to Account 360

To edit the rating of any account:

  • Navigate to the 3-dots beside the account name 

  • Click on Edit Account 

  • Edit the Rating

  • Click on Update

 

You can also view the rating if you have an expanded view of Account 360 view.

To filter the accounts based on ratings:

  • Click on Filters
  • Select the appropriate rating stars

Click on Apply

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