InsuredMine CRM | Optimize and Grow Your Insurance Agency

Ability to make custom fields mandatory for adding a deal

Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card through the overall portal.

This feature will enable you to add any important fields while adding a deal card.

Generally, custom fields are visible by clicking on more options, but if you mark these fields as mandatory these fields will be visible before clicking more options like other non-mandatory fields.

To view the enhancement from Pipeline:

  • Navigate to Pipelines
  • Click on Create or Edit new Pipeline
  • Once you come to the Deal Data Fields, you need to fill in the fields that you want to mark as mandatory. 
  • These mandatory marked fields will be visible while adding a deal card manually.

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