InsuredMine CRM | Optimize and Grow Your Insurance Agency

Settings in Pipeline

Pipeline Settings

Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the Pipeline settings, click on the three-dot icon and select Pipeline Settings.


Board Settings

Pipeline settings have been separated into two different kinds of settings: Board Settings and Pipeline Settings. 

 

Board settings- You can customize the settings of the selected board.

 

 

  1. Lost Deal Reasons – (Admin)
  2. Goal Setting (Agent) (Admin/Manager)
  3. Round Robin- (Admin)
  4. Inactivity of Cards – (Admin)

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