InsuredMine CRM | Optimize and Grow Your Insurance Agency

Mapping of email and mobile to the account while adding a commercial deal for new business and new contact

While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to the account.

To view the enhancement:

  • Navigate to Pipeline

  • Click on Add Deal

  • Select deal type as Commercial

  • Add a new business name and new contact name

  • Insert the email id and mobile number.

  • Fill in the other required details.

  • Click to save.

  • A deal card will be created
  • Click on the deal card to have an expanded view

  • Click to edit the business name

  • You will find the email and mobile is mapped to the account


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