InsuredMine CRM | Optimize and Grow Your Insurance Agency

Activity Dashboard

Activity Dashboard

Activities Overview: Dashboard

Activities overview is available under Activity Dashboard: This widget will give you a summarized view of the activities of all agents of the agency. This

Calendar Events: Dashboard

Get a sneak-peek into your calendar on this dashboard. You can update the preview to today, this week, or this month’s view. You can click

Daily Highlights: Dashboard

Daily highlight is available under Activity Dashboard: This widget will give you an insight into what’s for the day. It will tell you about activities

Todo: Dashboard

Through this dashboard widget, you can add tasks. Add task name, select the date and click on add task button. Once done, the todo list

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