InsuredMine CRM | Optimize and Grow Your Insurance Agency

Default option for personal/commercial in Add Deal

Description-The pipeline module now has a new feature that allows us to set the default option for deal type for any individual pipeline

  • Go to the pipeline module. Click the Pipeline in the upper left corner.


  • Choose a pipeline and click the Edit icon.  The option to set the default deal type will be available here.


  • Choose the default deal type. Click on Update & Continue.


  • When we create a deal card after updating the deal type to default, the default deal type that has been set will appear automatically.

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