InsuredMine CRM | Optimize and Grow Your Insurance Agency

Lead Source Filter In Pipeline

Description – Lead source added to the filter in the pipeline module.

Use case – Easier to filter out and view deal card information based on the Lead Source.

Process:

  • Navigate to Pipelines. Click on the Filter icon.

 

  • Search and select the Lead Source from the filter.

 

  • The deal cards whose lead source matches the filter will be visible.

 

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