InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share and download file from the pipeline

In this article, you will learn:

You can view the file, send it as an attachment in your email and download it right from the timeline in the pipeline manager. You are able to accomplish the task in just a single click and save time.

Use Case: Suppose two agents are working on a deal, one agent has attached file to the deal card, the other agent has to send the file as an attachment in an email to the client. He can access the file here and send it as an attachment from the timeline itself.

View the file and send as an email attachment

  1. In the expanded dealcard of the pipelines module, click on files icon.
  2. Attach the file and click upload. The file is now visible in the file section of the timeline.
  3. Click on the 3 dot icon as shown below to attach the file as in email.

To download the file, simply click on the file in the timeline.

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