InsuredMine CRM | Optimize and Grow Your Insurance Agency

Work Email

Move emails to the folder

Description –  Move work emails to a specific folder of your choice. Use Case – Important emails can be managed by segregating emails into folders. 

Linked Pipeline Cards and Contacts.

Description – Pipeline cards and contacts are now synced under the work email. Use Case – Contacts, and Deal cards are prepopulated to the work

View contacts in work email

Update – The work email module now has the option to view contacts linked to the mails Use case – Easier to view contacts mapped

Folder Selection for work email

You can select the email folders that you want in your work email.   To view the enhancement: Navigate to Settings Click on integrations Click

Delete Email from work email

You can now delete/recover emails from your work emails in InsuredMine Trash Folder To view the enhancement: Navigate to work email. Select an email and

Work Email 101

In this article, you will learn: Connecting you work email Forward emails from work email Work Email Contacts Sync Add contact option in work email