InsuredMine | Optimize and Grow Your Insurance Agency

Deals stayed on stages

Track the pipeline card journey through the various deal stages and obtain a clear view of the sales conversion likelihood. Each Stage tab reveals the number of days, the card has been on that particular stage. It additionally determines the effort behind the deal and the time taken at every stage. Make sure your deals are not sitting too long within a particular stage.

The more time it takes to move up the stage the lesser chances it stands for conversion.

Leverage benefits of this feature to prioritize your deals and check if something has been stuck for too long.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION