InsuredMine CRM | Optimize and Grow Your Insurance Agency

Improved the Labels and Tag color palette

Update – Increased the color choices while adding labels.
Application – Easier to segregate the labels and track the pipeline process

Process

  • Navigate to Pipelines and click on Board Settings

  • Click on Labels and Create a new label on the deal card.

  • You will also find the improved color palette while adding a tag under Contacts.

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