InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Filters and views

  • Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View.
  • Filter You can set filters, to view your deal cards based on those filters. In Pipelines , you can view your deal cards based on the following filters- (deal) status, assignee, label, category, deal health, due date, created date, task due date, account type, won/lost date, and last activity date.
  • Add Deal– You can add a deal card to the selected Pipeline by clicking on the add icon.
  • Refresh– Click on refresh to view the updated deal cards.

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