InsuredMine CRM | Optimize and Grow Your Insurance Agency

Admin/Manager Access: Deal Activity Effort by Individual Agents

In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. 

* Agents will be able to view their own deal charts as well.

To view the enhancement:

  • Navigate to Pipelines

  • Click on 3 dots and select Deal Charts

  • Select Deal Activities Effort

  • Agents will be able to view the report based on all the activities they have performed.

  • For Admin or Manager, he/she will be able to view deal charts on all the activities performed by their agents.
  • You can also sort the data by date 

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