InsuredMine CRM | Optimize and Grow Your Insurance Agency

Annual Goals For Carriers

Description – Annual goals for carriers to periodically track the progress and updates.

Use Case – Admins can set, review, and track the goal for each carrier.

Process:

  • Navigate to Pipelines and select Pipeline settings.

  •  Click on Goal Setting (Carrier) and select  Add Goal

  • Fill in the mandatory fields and click on Save.

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