InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select All Option in the Pipeline Stage

You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark as won or lost, or merge.


To view the enhancement:

  • Navigate to Pipeline Manager

  • Select a pipeline

  • Click on the check box beside the stage name

  • You will find all deal cards of that stage will be selected 

  • And the number of cards selected will be mentioned on the top right.

  • Once selected you can perform any actions mentioned above.



Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION