InsuredMine CRM | Optimize and Grow Your Insurance Agency

Deal Card Metrics (Overview)

  • Due On –
  • Deal Age – How long you have been pursuing this deal since the day of creation of this card.
  • Inactive Days – Includes the number of days where you may not have touched this card or no activity was recorded.
  • Total Email – count of email communication sent to this prospect.
  • Total Scheduler Meeting invites –
  • Total Note – count of Notes captured for this prospect.
  • Total File – Count of total files added in the details section.
  • Total Activities – Count of total activities added in the deal
  • Total SMS – Count of total text messages sent
  • Total Tasks – Count of total tasks added to his deal
  • Total Calls –

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