InsuredMine CRM | Optimize and Grow Your Insurance Agency

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category.

How to access category filters?

  • Go to the Pipelines
  • Click on the filter icon
  • Click on category
  • Select the categories of your choice
  • Once the categories are selected you can view the deal cards of the selected categories only.
And these deal cards will be visible both in card view and list view.

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