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?