InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline – Sort by Deal Age

Release Date: March 25, 2025​

With our latest enhancement, you can now sort deal cards by Deal Age in the Pipeline module. Simply go to the Sort option and select Deal Age to arrange deals in either ascending or descending order. This feature helps you efficiently prioritize older or newer deals, ensuring a more simplified and effective pipeline management process.

Use Case: Users can now sort deal cards by Deal Age in the Pipeline module. By selecting the Sort option and choosing Deal Age, deals can be arranged in ascending or descending order based on their duration in the pipeline.

To View the Enhancement:
  • Navigate to the Pipeline module.
  • Next, click on the Sort option.
  • Scroll down through the sorting options until you find “Deal Age,” then click on it to sort the deal cards in either ascending or descending order.
  • The Deal stages will be sorted accordingly to deal age.

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