InsuredMine CRM | Optimize and Grow Your Insurance Agency

Won Deal Announcement

Important: The deals won are based on Subscription, which is done at agency level. Make sure your subscription is enabled to send notifications.

To enable notification for winning business, follow the steps mentioned below:

  1. Login as Admin
  2. Navigate to the Pipelines module.
  3. Click on the Action button and select settings
  4. Click Notification settings, click on the grey toggle button to enable won deal announcement.

Once enabled, you will get a success notification.

The email template of the winning business is shared below:

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