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.

 

Process:

  • 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

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