InsuredMine CRM | Optimize and Grow Your Insurance Agency

Quoted Date in Deal Quotes

You can find the quoted date if you navigate to the quote section of the deal card.

 

To view the enhancement:

  • Navigate to Pipelines

  • Click on the Deal Card for an extended view of the deal card

  • Click on the Quotes to open the quote

  • Click on more options 

  • You will find the Quoted Date

  • By default, it will show the current date which you can change manually

  • Once you submit it cannot be changed unless it’s manually done from your end

 

Note: The Quoted Date will not be visible if the card is marked won/lost/close



If you download the deal card report of the selected Pipeline, you will have a different column for the quoted date where you will have the quoted date and time. 

 

 

 

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