Use case – Easier to view contacts mapped to the sender’s and receivers’ emails.

Process:

• Navigate to Work Email
• Click on the View Contacts icon next to any listed email.

• The list of contacts will appear in the right pane.

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Use Case-Easy to edit contact from Work email. Edit contact from contact or contact 360 changes will be reflected in Work Email, and changes will be reflected even when done vice versa.

Process-

• Navigate to the Work email module. 
• Click on View Contacts.

• Click on Edit.

• Add details of the Contact and click on Update.

Note- The changes made here will be visible under Contact 360. The changes done to contact in Contact 360 will also be reflected here.

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Adding an email to a deal card will help you to enhance your communication process. Following these steps, you can map one email conversation with a deal card.

• Navigate to Work Email inbox
• Select the particular email and go to the details of the email.
• Click on map email to save email to card

• A pop-up window will open where you need to Select the Pipeline and the deal card from the dropdown with which you want to map the email.
• Click on Map Email.

• You will get a notification saying:

• Navigate back to Pipeline Manager
• Select the Pipeline and the deal to which you have mapped the mail.
• You can find the email in the deal card activity section.

The post Mapping email to existing deal card appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Use Case – Contacts, and Deal cards are prepopulated to the work email module for easy access.

Process:

• Navigate to the Work Email to choose any mail and click on Expand.

• Scroll down to see the linked pipeline cards and linked contact section.
• All the linked deal cards and contact will be visible in these sections for the recipients present in the email chain. 

• You may use the Smart Search option to search recipients. Choose Select search type, Select search by and click on Search.
• The linked deal cards and contact will be displayed.

Note: The search query for the logged in agent details will not be visible. All other participants’ details will be visible.

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