InsuredMine CRM | Optimize and Grow Your Insurance Agency

Label Availability for Agents Accessing Specific Pipelines

Now all the agents who have access to the particular pipeline will have access to the labels of the specific pipeline. They can add/edit/delete labels of the specific pipeline while adding them to the deal card.

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