On the deal card details page, you will have the linked account details
To view the enhancement:
Navigate to Pipelines
Click on a deal card to have the deal card details view
In the left panel, you will find the Linked Contacts details
InsuredMine CRM | Optimize and Grow Your Insurance Agency
Aug 12, 2020
Aug 12, 2020
On the deal card details page, you will have the linked account details
To view the enhancement:
Navigate to Pipelines
Click on a deal card to have the deal card details view
In the left panel, you will find the Linked Contacts details
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103, Plano, TX 75075