Days stayed on the stage for card view
Now you can view the total number of days the card has been created and how long it has been in a particular stage. In pipelines,
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Data Management and Reports
Information about Data Management and Reports
Download archived pipeline cards:
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.
Download Deal Chart Reports : Table vs Detailed Report
In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report. This feature is available
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
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
Inactivity of Cards in Pipeline Manager
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
Pipeline cards create by CSV upload
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
Pipeline Chart Handling for Producers
Agents who are marked as Producers will have deal charts visible in their accounts. To view the enhancement: Navigate to the settings module Click
Policy Data in the Deal Card
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
Print Timeline
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.
Save the Last Applied Filter in Deal Charts
In deal charts, there are 3 filters- deals by count, deals by value, and deal by expected revenue. The filters are available in the
Saved files uploaded in notes available under Files
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
Production Options in the Sales Dashboard Based on Won/Lost
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
