InsuredMine | 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

Call

Copy / Move card

Moved to shared

You can also archive the deal cards.

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