InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple select cards and add Labels

Now, you have the option to choose multiple deal cards and assign labels to them without having to access each deal card individually.

Use Case: Streamline the process of selecting and labeling multiple deal cards simultaneously, saving time and effort.

To View the Enhancement:

  • Select multiple deal cards. 
  • Click on the ‘Add Labels’ option.
  • A new window will appear, allowing you to select the desired label(s).
  • Click ‘Save.’
  • Upon completion, you will receive a success message confirming: “Labels assigned successfully.”

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