InsuredMine CRM | Optimize and Grow Your Insurance Agency

Create list for the shared board of the pipeline

Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be selected and Contact will show in a list.

 

To view the enhancement:

 

  • Select the Pipeline

  • Select the Stage

  • The data will be visible in the list.

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