InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines – Filter By Stamp

You can now easily filter deal cards by status stamps like Cancelled, Remarketing, Rewritten, Renewed, or Reinstated.

Use Case: Simplify your Deal Management with Status Stamp Filters within the Pipelines.

To View the Enhancement:

  • Navigate to the Pipelines module.
  • Next, click on the Filter icon from the top bar.
  • A panel window will appear from the right, where we have added ‘Card Stamp’ filter.
  • You can either select all, Cancelled, Remarketing, Rewritten, Renewed or Reinstate.
  • For Example, now if i filter out Card Stamp as cancelled and hit apply.
  • Deal card will show up with stamps marked as canceled.

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