InsuredMine CRM | Optimize and Grow Your Insurance Agency

Mark tasks as done for won/lost cards

Description – Introduced setting to auto-update task status for cards marked as Won or Lost

Use Case – Effective automation to close pending tasks of the deal card when marked as won/lost, thus, allowing agents to transfer focus to other pending tasks.

Process

  • Navigate to Pipelines.
  • Click on Pipeline Settings.

  • Select Task Setting and toggle it to Enable.

  • Navigate to a Deal card. If you mark the card Won, the pending task is getting marked done.

  •  Navigate to a Deal Card. If you mark the card Lost, then also all the pending tasks are getting marked done.

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