All information about Deals and Tasks
Release Date: September 30, 2023 In this article you will learn: How to add deal from account 360 How to add tasks from account 360
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
Release Date: September 23, 2023 Overview We have introduced separate Tasks and Notes tabs in Account360. This enhancement provides better visibility into account-related activities by
 Overview We have introduced a new enhancement that allows users to add emoji reactions to notes within Pipelines, Contact360, and Account360. This feature enables
Release Date: September 19, 2023 An extra notes section while adding a deal, new contact and account360. Overview We have introduced an enhancement that allows
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
