InsuredMine CRM | Optimize and Grow Your Insurance Agency

Workflow and Automation

Information about Workflow and Automation

Add Forms for Contacts

Description – Forms are now integrated with the Contacts module. Use Case- This feature enhancement helps you send the form straight from the contact tab.

Logs in Task

This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit

Merge duplicate records

In this article, you will learn: Merge Contact Library We continue to source data from multiple sources, it is natural that some of the duplicate

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