InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple Pipeline Selection from all Sales Reports

Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those selected pipelines.

To view the enhancement:

  • Go to the Pipelines module.
  • Locate and click the three-dot icon in the right-hand corner.
  • Choose “Deal Charts” from the dropdown menu.
  • You can select multiple pipelines and view their data within all these options from the deal chart mentioned above.

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