InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Visibility

Pipeline visibility helps you to have a view of the deal cards that are in shared board and private board.

  • Shared– If you want to view the deal cards of a selected pipeline that are open for all, means which is assigned to all, slide the button to select Shared visibility.
  • Private- If you want to view the deal cards of a selected pipeline that are assigned to you you only, slide the button to select Private visibility.
For Admin, there will be another added option: By Agents.

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