Training Sessions

What are the two options for carriers? What carrier to include? What carrier to exclude? When will this workflow be triggered? What is the difference

What is Client Pulse in INsuredMine? Can the admin set up the Google Place ID for everyone? What is the Jan 2021 Enhancement How to

How to create a Cross-Sell Automation? What is the and/or option for Cross-Sell? Example of and/or Cross-Sell Cross-Sell for specific carriers? How to use Pipeline

What is the completed date in a task? What are task filters in Pipeline Manager? How to do multiple selections and assign actions from Tasklist?

How to view the report? What insight does this report give? What is the default period? What is in the report list? What is a

How to create a list? How to edit a template and add social media links? How to preview a template? Are you able to schedule

How to create automation for stage change? How to add automation to additional triggers? How to create automation for Add Category triggers? How to create

what has changed in the new version of Pipeline Automation? What are examples of Triggers? How to create notifications through automation? How to add stages

What are the most common actions used? How to add columns in Contacts? How to have internal communication with Contact (note)? What are the different

What is a Full Contact? Where to find the Full Contact in the Contact Module? What is included in the Full Contact? Why is having

What is a disposition? Who can create a disposition? How to edit a disposition? How to add a disposition to a contact? When does the

How to add a carrier When will a carrier show up in the carrier drop-down menu? How to merge carriers? What is a master carrier?