InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Views

You can view your deal card in three different patterns:

  1. Card view– In card view you can get specific details of a deal card at the very first shot.(summarized view of each deal card)
  2. List view– In List view you can get a compact display of all the deal cards of the selected pipeline
  3. Forecast view– In forecast view the deal cards are represented based on the expected closing date and it shows deals expected to close in the respective months.

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