InsuredMine CRM | Optimize and Grow Your Insurance Agency

Adding Deal Card Feature to all Engagement Workflows

Update – You may now create deal cards from any workflow automation.
Application – Flexibility to create pipeline deal cards for all automation.



  • Navigate to Engagement and click on Create under Automation

  • Click on Customize under any workflow

  • Check the Pipeline Card option and click on Begin

  • Click on Add New Stage and choose the Pipeline Card option

  • Enter the relevant information for the stage and click on Next

  • Review the workflow and click on Start when you’re ready

Related Articles

Would you recommend this article?

Related Categories

Contact Us

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




Generic filters

Most Search: Ams360Release Notes