InsuredMine CRM | Optimize and Grow Your Insurance Agency

Manage inactive days for the cards at pipeline stage level

Update – Set inactive days for every stage in the pipeline

 

To view the enhancement:

  • Navigate to Pipelines
  • Click on create a new pipeline or edit the pipeline

  • Navigate to Pipeline Stages

  • Enter the number of inactive days for each stage
  • Click on Update & Continue

  • So, based on the inactive days mentioned, pipeline cards will appear in a different color, as in the image below, for each stage if there is no activity on that deal card in that stage in the set duration.

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