InsuredMine CRM | Optimize and Grow Your Insurance Agency

Form

▪️ Create ▪️ Share ▪️ Edit ▪️ Import

X Date field in form automation

Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts    Process: 

Share and Unshare Forms

You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to

Sorting in Form

Now you can sort the forms by Form Name. To view the enhancement: Navigate to Forms Click on the sort sign next to the Form