view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 12:52:10 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico view Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pipeline Filters and views https://www.insuredmine.com/knowledge-base/pipeline-filters-and-views/ Tue, 22 Nov 2022 15:58:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6543 Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set filters, to view your deal cards based on those filters. In Pipelines , you can view your deal cards based on the following filters- (deal) status, assignee, label, category, deal health, […]

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  • Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View.
  • Filter– You can set filters, to view your deal cards based on those filters. In Pipelines , you can view your deal cards based on the following filters- (deal) status, assignee, label, category, deal health, due date, created date, task due date, account type, won/lost date, and last activity date.
  • Add Deal– You can add a deal card to the selected Pipeline by clicking on the add icon.
  • Refresh– Click on refresh to view the updated deal cards.

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