Information about Communication and Notes
We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated SMS Summary based on text
A new enhancement has been introduced in the Contact 360 view, enabling agents to request Net Promoter Score (NPS) and Google Reviews feedback directly from
With Insuredmine, you have the flexibility not only to set up email schedules within pipelines, contacts, and accounts but also to view, modify the scheduled
Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease. Navigate to any
The recent update introduces an “All” feature within the communication section of both account360 and contact360. Navigation: Go to the Accounts/Contacts section. Select an Account/Contact.
With these updates, you can now conveniently access the NPS (Net Promoter Score) of your clients directly from the communication tab within the Contact360 page.
At InsuredMine, we’re always adding new add-on features that build communication through personalization. Now you can add reactions to the notes in Pipeline, Contact, and
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
In this article, you will learn: How does add Notes action work inside a deal card? Tags to hyperlink data in notes How does add
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Add Note and Activity in Contacts To add a note or an activity for a client, follow the steps below. Select the client record to
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
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