InsuredMine CRM | Optimize and Grow Your Insurance Agency

Linked Pipeline Cards and Contacts.

Description – Pipeline cards and contacts are now synced under the work email.

Use Case – Contacts, and Deal cards are prepopulated to the work email module for easy access.


  • Navigate to the Work Email to choose any mail and click on Expand.

  • Scroll down to see the linked pipeline cards and linked contact section.
  • All the linked deal cards and contact will be visible in these sections for the recipients present in the email chain. 

  • You may use the Smart Search option to search recipients. Choose Select search type, Select search by and click on Search.
  • The linked deal cards and contact will be displayed.

Note: The search query for the logged in agent details will not be visible. All other participants’ details will be visible.


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