InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contacts and Mapping

All information about Contacts and Mapping

View contacts in work email

Update – The work email module now has the option to view contacts linked to the mails Use case – Easier to view contacts mapped

Linked Pipeline Cards and Contacts.

Description – Pipeline cards and contacts are now synced under the work email. Use Case – Contacts, and Deal cards are prepopulated to the work

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