InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add Pipeline Custom Field filter in Pipeline Module

The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module.

Use Case: Optimize your deal management within Pipelines with the Pipeline Custom Field filter for enhanced organization and efficiency.

Note: This custom field filter is only for drop-down values, Single & Multi-select.

To View the Enhancement:

  • Select to add deal custom data fields.
  • Click Update and Continue.

Now, while adding a deal, the same custom fields will be displayed. You can then select these custom fields while creating a deal card.

Now, to add a custom field filter in the Pipeline module:

  • Navigate to the Pipelines module.
  • Then, click on the filter option.
  • Here you can see the custom field filter option. Select the custom field filter you want. Based on custom field filter, it will show the deal card results.
  • Applied filter results for the deal cards will then be displayed, as shown in the image above.

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