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.
- Begin by navigating to the Pipelines section.
- 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