Card detail view from pipeline card page
If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card
InsuredMine is SOC 2
Type II Certified
User Interface and Navigation
Information about User Interface and Navigation
Add reasons for the lost deals
In this article, you will learn: To add lost deal reasons follow the steps mentioned below: To Add/Edit Lost Deal reasons follow the steps below:
Clickable Link in Overall Portal
Now every web link that you will use in the overall InsuredMine portal will be clickable and the links will open in a new tab
Collapse Stage feature in the pipeline
You can collapse any stage in a pipeline. Click on the Collapse icon below the pipeline to hide the selected stage. /*! elementor – v3.14.0
Customize Daily Reports Timing
Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report
Date Filter
Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
Forward and Backward Navigation from Card Details
This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline. To view the enhancement:
Mapping of email and mobile to the account while adding a commercial deal for new business and new contact
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
Multiple Intake Forms in Deal Card
This feature will help agents to set and send multiple intake forms to the contact of a deal card. You need to gather information regarding
Open tracking details in the deal card, account 360, or contact 360
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
Pin notes implementation in Pipeline
You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the
