InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline cards create by CSV upload

You can create deal cards in a pipeline by uploading a CSV file format. The purpose of this enhancement is to help agents to create multiple deal cards at one go!

To view the enhancement:

  • Navigate to Pipelines
  • Select the desired Pipeline
  • Click on the action icon and select Bulk Upload.
  • Browse and upload the CSV file from your local folder.
  • Click Next step.
  • Map the file column
  • Review Mapped Data
  • Click on upload
  • Click next to create all cards in the pipeline.
  • Navigate back to the Pipeline to view all the created cards through CSV file upload.

Use case: For example, if a deal card is created on May 5th 2020, and is in the Gather Info stage, then the total number of days will be displayed based on the current date.

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