InsuredMine CRM | Optimize and Grow Your Insurance Agency

Card detail view from pipeline card page

If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card health, change the expected closing date, edit the stage, and add an assignee to the deal card.

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on Deal Card

  • The deal card details will open in a popup window

 

 

  • To edit the deal health on the deal card, click on the deal card health, set the deal health and click save

 

  • To edit the expected closing date, click on the expected closing date, select the date and click save

 

  • To change the stage, select the appropriate stage from the drop-down menu and click save

  • To add an assignee, click on add icon next to the assigned agents and click save

 

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