InsuredMine CRM | Optimize and Grow Your Insurance Agency

Clickable Action Button Pipeline Scheduled/Sent Analytics

Previously, we weren’t able to click on the analytics featured in scheduled and sent analytics within pipeline automation. However, now you will be able to view, click, and take action on the mentioned analytics.

Use Case: Now access, click, and act on scheduled and pipeline analytics for enhanced clarity and productivity, all within an intuitive interface.

To View the Enhancement:

  • Go to the Pipelines Module.
  • Then, navigate to the top right corner and click on the ellipses icon.
  • From the drop-down select ‘Automation.’
  • From the automation page, click on either ‘Scheduled Analytics’ or ‘Sent Analytics.’
  • Select multiple pipelines and then click ‘Go.’
  • Now, you can view, click, and take action on all displayed analytics.

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