InsuredMine CRM | Optimize and Grow Your Insurance Agency

Check all Checklist Items at Once in Pipeline

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 completed at once within the pipeline.

Use Case: You can now effortlessly mark all checklist items as completed at once within the pipeline, saving time and reducing the need for manual item-by-item checking.

To View the Enhancement:

  • Navigate to the pipelines module.
  • Then, select any deal card to view its details.
  • Now, you can click on all the checklist items all at once and it will  be marked as completed.
  • Once you have marked all the checklist items as completed, you will then get a notification popup saying: Success checklist marked as completed.

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