InsuredMine CRM | Optimize and Grow Your Insurance Agency

Card View (Summary)

In a Summary Card View you are able to view the following:

  1. Deal Name
  2. Assignee (if multiple)
  3. Deal Amount
  4. Due Date
  5. Deal Health
  6. Email
  7. Address
  8. Phone Number
  9. Checklist
  10. Task Management
  11. Days stayed on the particular stage
  12. Expected revenue
  13. Quick Actions (3 dots)
    1. Delete
    2. Add Note
    3. Send email
    4. Add activity
    5. Add file
    6. Send Text
    7. Add Task
    8. Call
    9. Copy / Move card
    10. Moved to shared

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