InsuredMine CRM | Optimize and Grow Your Insurance Agency

Copy/Move and Archive Cards from Stage 

Description – Deal cards can be archived, moved, or copied from one stage to another.

Benefit – Ease in managing the deal cards.


  • Navigate to the Pipelines module.

  • Select a deal Card. Click on the three dots icon.

  • Select Copy or Move card.

Note – Toggle Copy if you want to copy a deal card; otherwise, toggle Move to move a deal card into a specific pipeline and stage.

  • Select the copy or move option.
  • Select the pipeline and stage. Click on Update.

Note – You can archive a deal card with the archive option.

  • Navigate to the card and select a three-dot icon.
  • Click on Archive.

  • A pop-up window will appear on the screen. Click on Yes, archive it!

  • A confirmation message will appear that the Card is Archived.




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