InsuredMine CRM | Optimize and Grow Your Insurance Agency

Ability to Make Custom Fields Exportable

Whatever custom field data you input while adding a deal, will be included in the excel report when the deal card will get downloaded. When you view the Excel sheet, the data from the custom fields will also be added.

Use Case: Custom Field Data Inclusion in Deal Card Downloaded Reports.

To View the Enhancement:

  • Navigate to the ‘Pipeline Module.’
  • Then, click on the ‘Add Deal.’
  • A minimized window will now appear where you need to add all the custom fields while adding a deal card. 
  • After adding a deal card select the deal card to download it.
  • After being downloaded, you will be able to view the data of the custom field you added while creating a deal card.

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