InsuredMine CRM | Optimize and Grow Your Insurance Agency

Deal Category Mapping in Form Automation

You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped into the deal card. 

 

To view the enhancement:

  • Navigate to Forms

  • Select a form from the form list

  • Click on 3 dots icon and select Form Automation



 

  • Click on Pipelines Settings

  • Select the Deal Category from the drop-down menu

  • Fill in the remaining details and click on Save.

 

Note: You can select multiple deal categories.

 





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