InsuredMine CRM | Optimize and Grow Your Insurance Agency

Number of Pipeline Cards by Form Submission

We have now added a dedicated column in the Forms module called “Deal Cards.” This feature offers a convenient “View” option to check the number of deal cards created during a specific date through form submissions, simplifying the tracking and management of leads.

Use case: Easily view and track Deal Cards created through form submissions.

To View the Enhancement:

  • Navigate to the “Forms” module.

We have added a dedicated  “Deal cards” column where you can now “View” the number of deal cards created, the deal title, and the serial number of the form submissions.

  • To navigate, select a form name you want to view and then click the View option.

A panel from the right will open, displaying the serial number, deal title, and creation date of the deal cards for the selected form.

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