InsuredMine CRM | Optimize and Grow Your Insurance Agency

Change pipelines in Dealcharts

Multiple deal charts help in faster analytics. Maybe you might want to see deal charts for more than one pipeline. Earlier It took longer to view dealcharts in one pipeline and then go back and select another pipeline to view another set of infographics. Now we have simplified this process by providing a pipeline dropdown within the pipeline deal charts window making the switch smooth and easy. We make sure that you can access all information in a clean and efficient manner. Steps:
  1. Goto pipeline manager.
  2. Click on the gear icon and select DealCharts
  3. In the dealcharts window, click on the select pipeline icon and choose the other pipeline for which you want to view the deal charts.

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