InsuredMine CRM | Optimize and Grow Your Insurance Agency

Create/Edit Pipeline (UI Changes)

With our latest UI enhancement, managing pipelines has become more intuitive and user-friendly. The redesigned interface improves navigation, making it easier to create & update pipelines, customize deal modules, and manage access restrictions.

To View the Enhancement:

1. Old UI (update

New UI ( Update Pipeline)

2. Pipeline Stages (Old UI)

Pipeline Stages (New current UI)

3. Deal Modules (Old UI)

Deal Modules (New current UI)

4. Deal custom Data Fields (Old UI)

Deal custom Data Fields (New current UI)

5. Pipeline Access Restriction (Old UI)

Pipeline Access Restriction (New current UI)

6. Create Pipeline ( Old UI)

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