InsuredMine CRM | Optimize and Grow Your Insurance Agency

More update options in deal card quick view

To Dos, Notes, and Tasks, is now available in the deal card quick view. This enhancement enables users to incorporate a checklist, add notes, and manage tasks directly from the deal card quick view interface. All the added information will seamlessly appear in the timeline for easy reference and tracking.

Use Case: This functionality allows users to create checklists, add notes, and organize tasks seamlessly within the context of a specific deal. All information added through this interface will be automatically reflected in the deal’s timeline for effortless reference and monitoring.


  1. Go to Pipelines.
  2. Click on the desired deal card.
  3. Discover a range of updated options conveniently located at the bottom for easy access and utilization

Note: Any details added within the deal card quick view will automatically be displayed within the timeline.

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