InsuredMine CRM | Optimize and Grow Your Insurance Agency

Map Deal Category to Form Field

Previously, when creating a deal card using form automation, the system automatically assigned a category based on the default pipeline. This category simply mirrored the information on the deal card. Now, users can manually choose and link the category with specific form fields.

  • Go to the Forms module.
  • Select a form and click on the “Action” button.
  • Choose “Form Automation” from the dropdown menu.
  • Now, when creating deal cards, you can link deal categories with form fields.
  • Simply include any relevant data as a category within the form, and it will be displayed on the deal card.
  • This allows you to see the deal category directly on the respective deal card, making it easier to organize and track deals.

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