Information about Account and Contact Management
Go to the Contact. Navigate to add icon on the extreme top right. Click on add contact . While adding contact a new field of nickname is provided. Fill all the fields
In this article, you will learn: Primary and Secondary Contacts in an Account Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360
In this article, you will learn: Creating a tag: Viewing contacts for specific tags Updating tags for existing contacts Creating a tag: 1. Click on
In this article, you will learn: How to add an X-date from the Contact section? How to add an X-date from the Contact section? How
You can select and remove the contacts for which merging is not required. Â To view the enhancement: Navigate to Contacts Click on the three-dots
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
In Contacts, you can add and adjust the position of the columns as per your choice and requirement. There are total 44 columns. To access
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Update – Tasks will now display contact information linked to any taskUse case – Easier to view and communicate with the contact. Process   Navigate
You can now upload bulk contact and assign the contacts to multiple agents at one time. To view the enhancement: Navigate to contacts Click on
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