InsuredMine CRM | Optimize and Grow Your Insurance Agency

Are you able to open the deal

Here’s how you can view the deal details.

Click on the deal name

This will open up the dealcard and you can view all of the details for this deal.

  1. Deal Details:  In this section, you can edit the details for this deal
  2. Deal History:  You can see the all the event history regarding this deal in this section. It shows you the timeline of all of the activity under each tab.  It shows both auto-generated and manually created activities. You can scroll through each tab to see each activity for that category. (Will click on the different tabs to show)
  3. Action Items:  All of the actionable items are found here.  You can attach Notes, Emails, Files etc. (Will click on the different items to show)

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