InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Chart Handling for Producers

Agents who are marked as Producers will have deal charts visible in their accounts.

 

To view the enhancement:

  • Navigate to the settings module

  • Click on members

  • Check if the producer is marked as ‘yes’ beside the agent’s name.

  • Only those agents can access the deal charts 

 

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