InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?

You can perform actions by selecting multiple deal cards. This enhancement will help you to work faster.

To select multiple deal cards and perform action:

  • Hover the cursor over the deal cards to select the deal card.
  • Click on move, archive, won or lost.
  • When you click move, a pop-up window will open to select the Pipeline and select the Stage.
  • When you click archive, a pop-up window will open to confirm your action.
  • When you click won, a pop-up window will open to fill the won card details.
  • When you click lost, a pop-up window will open to fill the lost card details.