InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pin notes implementation in Pipeline

You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the notes get pinned. 

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on a Deal Cards

  • Click to the Notes section

  • Click to add Notes

  • Type the note and mention Agents/ Policy/Contacts or Account.

  • Once the notes are added click on Save

  • Navigate back to the Notes section

  • Click on the Pin icon

  • The notes will be pinned on the top.

  • If there are multiple notes that are pinned, they will appear in different colors.

 

 

  • You can click on the 3 dots, to either minimize/maximize or unpin the notes from the top.

  • Once unpinned you can pin it again from the Notes section by clicking on the Pin action.

 

 

  • In case any edits are made in the Pin section, it will get updated in the pinned section.

 

 

  • If you delete the note it will get deleted from the pinned note section as well.

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