InsuredMine CRM | Optimize and Grow Your Insurance Agency

Mapping email to existing deal card

Adding an email to a deal card will help you to enhance your communication process. Following these steps, you can map one email conversation with a deal card.

  • Navigate to Work Email inbox
  • Select the particular email and go to the details of the email.
  • Click on map email to save email to card

  • A pop-up window will open where you need to Select the Pipeline and the deal card from the dropdown with which you want to map the email.
  • Click on Map Email.
  • You will get a notification saying:
  • Navigate back to Pipeline Manager
  • Select the Pipeline and the deal to which you have mapped the mail.
  • You can find the email in the deal card activity section.

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