Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Miscellaneous
Information about Miscellaneous
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
Calendar
In this article, you will learn: Connecting your work email with Calendar Other Events Markup/ Event color markup in calendar Multiple Calendar events handling Duplicate
Add Multiple Texts in Custom Fields
Now you can add multiple texts in custom fields while adding or updating any contact. To view enhancement: Navigate to Contacts Click on 3 dots
Customer Age
While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is calculated
Unsubscribe/bounce/complaint/manual handling
In this article, you will learn: To subscribe/unsubscribe emails: Automation unsubscribe and handling How can you check what all services are subscribed/unsubscribed for the contacts?
How to convert a contact/lead/prospect to an active client?
In this article, you will learn: Process to convert a contact/lead/prospect to an active client: Active Client in the InsuredMine portal is the Contact that
Unit and Suite no. for address fields
In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may
View each custom fields individually in the directory
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360
User-Defined fields in Contacts
In this article, you will learn: Sorting in Custom Fields Sometimes out of the box CRM may not have every field that we may need
