Information about User Interface and Navigation
Earlier, we checked off each checklist item individually within the pipeline cards after completion. Now, you have the option to mark all checklist items as
Whatever custom field data you input while adding a deal, will be included in the excel report when the deal card will get downloaded. When
Previously, when adding a policy from the ‘add quotes’ section of the pipeline and syncing it, occasional errors occurred, resulting in the creation and sync
With the pipeline bulk upload feature, users can effortlessly upload large amounts of data. InsuredMine simplifies the process by creating deal cards based on policy
Previously, the system lacked the capability to incorporate quoted data when generating deal cards via bulk upload. However, now, if quoted data is included, it
Now, you have the option to choose multiple deal cards and assign labels to them without having to access each deal card individually. Use Case:
Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly
Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card
Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease. Navigate to any
This recent improvement in Pipelines allows users to assign agents in bulk. When you assign an agent to a deal card, you now have the
This new enhancement in the “Pipeline module” allows users to choose whether to move or copy cards from one stage to another, with the added
The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows
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