InsuredMine CRM | Optimize and Grow Your Insurance Agency

Option to Remove Deal health once added to the card

 In the Pipeline section of InsuredMine, a recent update introduces a new feature that allows users to eliminate deal health status. Previously, it was not possible to delete deal health information, but now you have the option to remove it.


  1. Begin by navigating to the Pipelines section.
  2. Select any deal card for which you wish to remove the deal health status.

3. Click on the “Remove deal health” option.

Note: Additionally, users have the option to remove deal health from the deal information section

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