InsuredMine CRM | Optimize and Grow Your Insurance Agency

Change Account type after Deal Created

Before, when we created a deal card, we couldn’t go back and change its account type. Now, you can easily edit it by clicking on the deal type in general and selecting its account type before hitting the save button.

Use Case: Easily change the account type within deal cards by selecting the desired type before saving, a feature that improves flexibility.

To View the Enhancement:

  • Navigate to deal card details.
  • Click to edit Deal type.
  • Now you can change the deal card account type any time you want as per your preferences.
  • Click Save.
  • You will receive a success notification stating: ‘Deal Type changed successfully,‘ and the deal type will be updated accordingly.

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