InsuredMine CRM | Optimize and Grow Your Insurance Agency

Phone Calls – Filter Calls by Pipeline

Calls made from the deal card are now displayed within the Call History, offering a comprehensive details view of outgoing calls being made. This enhancement allows you to easily filter call activity that are directly that made from the pipeline card

Use Case: Track all deal card related calls in one place for improved visibility and efficient follow-ups.

To View the Enhancement:
  • Click to make a call from the ‘Deal Card.’
  • Ongoing – Call will be in Progress.
  • After a call is disconnected, you can view the deal card associated with the call under the Pipeline Card.

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