InsuredMine CRM | Optimize and Grow Your Insurance Agency

Revenue Column In List View

Now, within the deal card under list view, we have now introduced the revenue column option, allowing you to easily track the revenue amount associated with the deal card.

Use Case: The newly added  Revenue column within the deal card list view provides an easy and efficient way to track the revenue amount associated with each deal.

To View the Enhancement:

  • Navigate to the Pipelines Module.
  • Then select to change the current view to List View.
  • Within the List view, we have added a new column called ‘Revenue,’ where you can efficiently track the revenue amount associated with each deal card.

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