InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Chart Handling for Producers

Agents who are marked as Producers will have deal charts visible in their accounts.

 

To view the enhancement:

  • Navigate to the settings module

  • Click on members

  • Check if the producer is marked as ‘yes’ beside the agent’s name.

  • Only those agents can access the deal charts 

 

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