InsuredMine CRM | Optimize and Grow Your Insurance Agency

Account Name, Account Type, Look Up code & Deal card Type for Sales Report

 Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card Type.

To view the enhancement:

  • Go to the Pipelines module.
  • Locate and click the three-dot icon in the right-hand corner.
  • Choose “Deal Charts” from the dropdown menu.
  • Click on any agent to view their deal statistics.
  • You will be able to view the Account Name, Account Type, Deal Card Type and lookup code for the Sales Report.

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