InsuredMine CRM | Optimize and Grow Your Insurance Agency

List View

In list view you can sort the list view of the deal cards based on the pipeline stages:

In list view, you can sort the deal cards, based on deal health, due date, creation date, deal value, deal title.

Features under Quick Actions (3 dots):

Add Note

Send email

Add activity

Add file

Send Text

Add Task


Copy / Move card

Moved to shared

You can also archive the deal cards.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?