InsuredMine CRM | Optimize and Grow Your Insurance Agency

Label Should Stay When Card Moved to Another Pipeline

Earlier, when a pipeline card was moved to another pipeline, its label would be removed. Now, the label will be retained and shared with the new pipeline.

Use Case: Labels associated with a current pipeline card are now shared across pipelines when the card is moved.

Note: This feature is compatible with both manual and automated move/copy operations for the deal card.

 To View Enhancement:

  • Navigate to the Pipeline Module.
  • Select a deal card via the checkbox.
  • Choose the Move option from the multiple select menu.
  • Select a deal card and click on Move again.
  • Choose the pipeline to which you need to move the selected cards.
  • Next, click on Update.
  • Next you will see the cards have been moved to a different pipeline and along with it the labels have also been moved.
  • Click on it to view the details of the deal card.
  • Within Labels the same label will be seen attached after moving to a different pipeline.

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