InsuredMine CRM | Optimize and Grow Your Insurance Agency


Add, Assign, Update, Download Report

Analytics in Task list 

Update – The Tasklist Analytics or task count will be shown in the List view  Use case – View analytics on tasks and obtain a

Task Templates

In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task


In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach

Create Tasks

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.

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