InsuredMine CRM | Optimize and Grow Your Insurance Agency

Merge Labels in Pipeline

Description – The feature will let you choose a master label by merging together multiple labels.

Use Case – Ideal to eliminate duplicates and retain clean data in the CRM

Process:

  • Navigate to Pipelines and choose Board Settings.

  • Click on Labels and choose the labels to merge.
  • Click on Merge.

  • Now choose the master label name and click on Merge.

 

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