InsuredMine CRM | Optimize and Grow Your Insurance Agency

settings

Session activity timeout setting

The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can

Print Timeline

Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline. 

Settings Module

The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate

Action

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