All information about Contacts and Communication
Release Date:- November 24th 2025 We have introduced a new enhancement to the Account/Contact 360 View and Deal Card. You can now view an AI-generated
We have introduced a new enhancement in the 360° View of Accounts, Contacts, and Deal Cards. In the Communication section, you can now quickly capture
We have added a new enhancement in the Accounts and Contacts “Do Not Contact” section that allows you to edit an email ID if it
Now, obtaining the NAICS code is much easier than before. No need to click on the AI to generate the code. Just make sure you
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
Release Date: November 30, 2023 Overview We have introduced a new “All” option within the Communication section of both Account360 and Contact360. This enhancement provides
Release Date: September 30, 2023 Overview Users can manage contacts directly from either Account360 or the Directory/Contacts section. This functionality allows users to add new
Release Date: September 1, 2023 Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Use
Release Date: August 30, 2023 Overview We have introduced a Communication tab in Account360 that provides a centralized view of email and text message conversations
Release Date: August 5, 2023 Overview We have introduced an enhancement to the Communication section in Account360 that provides a consolidated view of all communication
Sending an email to clients is important and providing an option to opt out is equally important. For marketing campaigns, agents need to ensure that
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