InsuredMine CRM | Optimize and Grow Your Insurance Agency

Label-Field Mapping in Form Automation

Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on the deal card. Now, users can manually select and link the label with specific form fields.

  • Navigate to the Forms module.
  • Select a form, then click on the “Action” button.
  • Choose “Form Automation” from the dropdown menu.
  • Now, while creating deal cards, users have the option to map labels with specific form fields:
  • Include relevant data during the form creation process, and it will be displayed as a custom label on the deal card.
  • The label will then be displayed for the respective deal card.

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