InsuredMine CRM | Optimize and Grow Your Insurance Agency

Static Field Mapping in Form Fields Mapping

Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal card and the contact’s static value will still be reflected. If static fields are added in the form settings, priority will be given to them.

 

To view the enhancement:

  • Navigate to Forms

  • Click on the 3 dots icon of a form to go to the form settings

  • Select Pipeline Settings

  • Enter the static value in each section

  • Click on Save





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