InsuredMine | Optimize and Grow Your Insurance Agency

accounts

Accounts

In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status filter in

Warning on deleting contacts

In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all

QQ Catalyst Integration

In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The