Information about Data Management and Reports
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report. Â This feature is available
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Admins can only set the duration for which a deal card remains inactive before receiving notifications. This feature enables admins to oversee deal cards and
You can create deal cards in a pipeline by uploading a CSV file format. The purpose of this enhancement is to help agents to create
Agents who are marked as Producers will have deal charts visible in their accounts. Â To view the enhancement: Navigate to the settings module Click
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline.Â
In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue.  The filters are available in the
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Earlier at InsuredMine, we had two separate sections for production related to deals won and lost within the sales dashboard module. But now, we have
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
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