InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download archived pipeline cards:

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.

Process: 

  • Navigate to the Pipeline module. Click on the three dots Action button on the right corner of the window. Select the Archived list.

 

  • Select the Download button.

  • The report will be downloaded.

 

 

 

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes