InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Stages

Pipeline stages are created when the Pipelines are created.

Things to do or know in terms of stages:

  1. You can Sort, Rename, Archive, Download, Move & Delete deal cards off the stage
  2. You can build automation based on Pipeline Stages
  3. You can see all Deal Count and the total amount for all deals
Sample Sales Pipeline Stages:
  • New Lead
  • Needs Contacting
  • Working on quote
  • Quote Sent
  • Revise Quote
  • Ready to Bind/ Sold
  • Start Onboarding

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