InsuredMine CRM | Optimize and Grow Your Insurance Agency

User Preferences and Settings

Information about User Preferences and Settings

Sort Deal cards within Stage

In this article, you will learn:​ By Default Deal Card display is based on Moved Date in Pipeline You can speed up information processing by

Additional Options in Won Deal

Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal

Improved the Labels and Tag color palette

Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:  Navigate to Pipelines

Opportunities

In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities

Unsubscribe Option in Add deal

You can now select the options for do not contact even while adding a deal card.  To view the enhancement: Navigate to Pipeline Manager Click

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