InsuredMine CRM | Optimize and Grow Your Insurance Agency

Save and Print timeline

You can print your timeline and save it as PDF. Viewing, saving, sharing and printing of timeline helps you to maintain a track record of performances and review the bigger picture.

Saving and printing timeline

  1. In the pipeline manager, select a deal card and expand it by clicking on its title.
  2. Click Save and print option at the top right corner of the center segment as shown in the image.
  3. Preview the information in the pop up that appears and click Print

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