InsuredMine CRM | Optimize and Grow Your Insurance Agency

Rating in Accounts with filter

Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter. 

To add the Ratings to the accounts:

  • Navigate to the Accounts

  • Click on the account to navigate to Account 360

To edit the rating of any account:

  • Navigate to the 3-dots beside the account name 

  • Click on Edit Account 

  • Edit the Rating

  • Click on Update

You can also view the rating if you have an expanded view of Account 360 view.

To filter the accounts based on ratings:

  • Click on Filters

  • Select the appropriate rating stars

  • Click on Apply

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Generic filters