Activities Overview Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Mon, 25 Sep 2023 13:39:27 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Activities Overview Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Activities Overview: Dashboard https://www.insuredmine.com/knowledge-base/activities-overview-dashboard/ Fri, 05 Mar 2021 11:27:57 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4729 Activities overview is available under Activity Dashboard: This widget will give you a summarized view of the activities of all agents of the agency. This will help you to know the amount of work that got accomplished and by whom. You can segregate the activities overview based on activities done by you and activities done […]

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Activities overview is available under Activity Dashboard:


This widget will give you a summarized view of the activities of all agents of the agency. This will help you to know the amount of work that got accomplished and by whom.

You can segregate the activities overview based on activities done by you and activities done by the team. Click on the month tab to choose the month for which you want to have the activities overview.

Clicking on each activity will open the list of particular activities. You can also click on the EYE icon to view the details of the activity.

For example: if you click on Email, the view will be like this:

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