Rearrange activity modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 11:44:47 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Rearrange activity modules Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pipeline Card Detail Customization – Rearranging left modules & activity modules https://www.insuredmine.com/knowledge-base/pipeline-card-detail-customization-rearranging-left-modules-activity-modules/ Mon, 20 Feb 2023 20:59:32 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16754 Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and drop.   To view the enhancement:   Navigate to Pipelines and open a deal card On the left side hover the cursor on the module that you to rearrange You […]

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Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and drop. 

 

To view the enhancement:

 

  • Navigate to Pipelines and open a deal card

  • On the left side hover the cursor on the module that you to rearrange 

  • You will find the drag icon just select and drag it at the desired position.

  • You will get a message saying:

Similarly, in the communication section, you can drag the cursor to the desired position. And the module will be placed accordingly.

Note: The position that you have rearranged will be the default one. So, each time you log out and log in or refresh, the modules will be displayed the same.

Whatever changes you make in the arrangement of the modules inside the deal card, the same changes will get reflected in all the deal cards in the pipeline.  particular pipeline.

The post Pipeline Card Detail Customization – Rearranging left modules & activity modules appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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