Open tracking details in the deal card, account 360, or contact 360
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
List and Contact Management
Information about List and Contact Management
Account Data in Create List Section
While creating a list from the engagement section, you can now access the account data too.  To view the enhancement: Navigate to Engagement Click
Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
Create contact and/or Deal Card from an Email Campaign
In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is
Create list for the shared board of the pipeline
Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be
How to Upload List and Save List ?
Refer the instructions in below video:https://s3-us-west-2.amazonaws.com/www-insuredmine-com/Videos/Upload+List+and+save+List.mp4
List- Engagement
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
Save campaign as drafts
In this article, you will learn: Save a campaign as draft View saved campaigns Save a campaign as draft Create a campaign with multiple stages or
Segmentation – Create List
In this article, you will learn: List in Pipelines List in Opportunities Lists in Policies Lists in Accounts Targeting a specific audience for a particular
Share : Checklist, Template, SCD, List
Sharing Checklist, Template, SCD, and List will help the insurance agents to work more efficiently and collaboratively. Sharing checklist The checklist helps agents to keep
Share and unshare option in templates
You can now share and unshare access to a template for any agent, just as you do in google docs. To view the enhancement: Navigate
Share multiple templates
Now you can share multiple templates with access at one go! You need to select the templates by clicking on the checkbox on the left
