InsuredMine CRM | Optimize and Grow Your Insurance Agency

Show checklist while importing in a deal card

Now you will be able to view all the items of the checklist while importing it into a deal card. 

 

To view the enhancement:

  • Navigate to the pipeline manager

  • Click on a deal card to open it.

  • Click on To Dos

  • Click on Add Checklist

  • Select the checklist from the dropdown menu

  • Once you select the checklist, all the checklist items will be displayed below

  • Click on Import Checklist

 

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