InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download archived pipeline cards:

Description: Downloadable archived pipeline cards are available in the archived list.

Benefit: Data is easier to access in the future by downloading the archived cards.

Process: 

  • Navigate to the Pipeline module. Click on the three dots Action button on the right corner of the window. Select the Archived list.

 

  • Select the Download button.

  • The report will be downloaded.

 

 

 

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