InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lead Flow

Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.

 

To view the enhancement:

  • Navigate to Pipeline Manager

  • Click on 3 dots icon and select Deal Charts

  • Click on Lead Flow

  • You will find the list of Leads created

  • You can group the leads based on status, assignee, category, carrier, lead source, and label

 

  • You can also filter the list as per the date



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