Stop Scheduled emails from Deal cards/Contact/Account
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
Communication and Notes
Information about Communication and Notes
Option to resend text from Pipeline, Account, Contact
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
All tab in communication for Contact360 and Account360
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.
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.
Reactions in the notes – Pipeline, Contact, Account
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
Edit Notes in Account360, Contact360, and Deal Card
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-
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
Add Call log in Call section in Communication Page
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
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
Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic
Update – Agents with Hawksoft and Applied Epic integrations can now add comments to the existing notes and edit and delete them accordingly. Application –
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
Form Tag Responses in Account 360 & Contact 360
Now you will get the Form Tag Responses both in Contact 360 and Account 360 section of the contact.  To view the enhancement: Navigate
