InsuredMine CRM | Optimize and Grow Your Insurance Agency

Handle Deal Cards without Contacts

Now you can create commercial deal cards without contact details. 

At times, there are accounts that don’t have any contact added to them. For those kinds of accounts, if you want to add any deal, you can do it. 

 

To view the enhancement:

  • Navigate to Pipeline Manager

  • Click on add deal

  • Select the commercial and fill in the details you have except the contact name.

 

  • The deal card will be created in the selected stage.

 

 

  • Open the deal card, you will find a message written “ No contact associated with the deal card. Click here to add a contact”. 

  • So, if you have the contact details you can add them, by clicking on the link.

 

 

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