InsuredMine CRM | Optimize and Grow Your Insurance Agency

Communication and Notes

Information about Communication and Notes

Attach NPS score to contact360 page

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.

Action icon – add Notes

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

Editor for notes

In this article, you will learn: Notes Editor in Contacts Notes Editor in Pipelines Enhanced Mention in Text Editor The editor for notes gives you

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