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.
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
