InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add a label to the card from the pipeline card view

Update – The option to add labels to the deal card is now available within the card view
Application – Easier access to add labels
Process:
  • Navigate to Pipelines and click on the card for a detailed view
  • Click on the + symbol next to Labels to add the label

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes