admin setup Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Select Mandatory Fields

InsuredMine — Sat, 01 Jul 2023 03:03:54 +0000

In this article, you will learn:

Mandatory fields build consistency in the system, to extract values, and provide the basis for analysis. The Customized mandatory fields functionality in settings allow you to select specific fields and mark them as required in Contacts or Pipeline manager modules – Deal Cards!

This setting is available only when you login as an Administrator.

Mandatory fields for Add Deals

Steps to mark the required fields:

Navigate to the Settings module and select the Customize field option from the left.
On the Customize add deals segment, click on the grey toggle button to enable mandatory fields.
When the toggle changes to orange, it indicates that the field is marked as mandatory in the Contacts and Pipeline Manager module.

Settings >> Customize fields

Enhancement August 2022

More Mandatory Field Options While adding a Deal Card

Now the admin can add Mobile Phone, Email, and Category as mandatory fields while adding a deal card.

To view the enhancement:

Navigate to Settings
Click on Mandatory fields under Configuration
Click on Add Deal
Check the box to mark the fields as Required
Once completed, you will be notified with the message “mandatory fields are updated”

Once the admin has set these as mandatory fields, agents will be required to complete these fields while adding a deal card in the pipeline.

Mandatory fields for Add Contacts

While adding contacts you can mark certain fields as mandatory. Navigate to Setting>Customize field> Customize Add Contacts. Click to toggle for enabling or disabling the fields for marking as mandatory. Orange indicates enabled and the grey indicates disabled. The field titles with * on the Add Contact screen implies that the records should be filled compulsorily.

Enhancement August 2021

Add Labels in the Mandatory Fields when adding a deal card

Admin can now make the Label field mandatory while adding a deal card.

To view this enhancement:

Navigate to user icon
Click on settings
Click on Configuration
Select on mandatory Fields
Click on Add Deals
Check the box beside labels as required.
You will get a message saying mandatory fields updated.

Once the Label field is made mandatory, any agent while adding a deal card cannot save it until they fill in the label field.

Redirection to Contact 360 from Email Campaign Analytics

The post Select Mandatory Fields appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to manage Notification subscription

InsuredMine — Sat, 10 Jun 2023 12:18:16 +0000

In this article, you will learn:

How to manage Notification subscription?

Admins can now easily manage notification subscriptions and customize their notification preferences within the pipeline settings. Admins can choose which pipeline activities they want to receive notifications for, subscribe, and even share the daily notification with a selected team member or send it to all recipients in the Daily Recap Email Notification for sales updates.

Use Case: Customize notification preferences in Pipeline Settings with ease.

Note: Make sure you login as Admin to set up a notification subscription for a particular pipeline.

Login as Admin.
Navigate to the Pipelines module, click on the 3 dots icon (action button), then select Pipeline Settings.

Within the pipeline settings, a dashboard will appear. Click on Notification Settings to view Subscribe Notifications on the dashboard.
Select the agent names corresponding to the specific pipelines to whom you wish to send notifications.

Note: Admins can subscribe to any agent or multiple agents for getting email notifications for all these following activities in the selected pipelines.

While adding a new deal.
Service Board deal: When a deal is added automatically from the support ticket.
Won deal: When the deal card is marked won.
When the deal is added through intake forms.

Daily Recap Email Notification and Subscription

Admins can get a daily summary of all deal-related updates that happened on a daily, weekly, or monthly basis. This enables them to obtain a thorough grasp of ongoing actions and forecast associated business results. Please slide to enable the section’s notification function.

To view the enhancement:

Make sure to login as an Admin.
Go to the Pipelines module and then click on the Pipeline settings.

Within the pipeline settings, a dashboard will appear. Click on Notification Settings to view the section for Daily Recap Email Notification.

Now, to enable daily/weekly/monthly recap email notifications:

Click “Enable” to start receiving updates through email notifications.
Then, toggle on your preferences to receive email notifications; they might be daily, weekly, or monthly, as per your requirements.
Set the trigger time at which you want the notifications to be delivered to you or your team.

Select all to send the email notifications to all the members of your team.

If you don’t want to send it to everyone but want to send it to a specific member, you can toggle off the “select all” button and send emails individually.
You will then see a pop-up message saying: Success Settings Updated Successfully.
Note: The daily recap report based on Pipeline is available only on request from the Agency and is not available for all.

Sample Email for Email Notifications

Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before sending, ensuring accuracy and presentation.

Use Case: The feature enhances user control over email communications directly from the pipeline’s notification settings.

To View the Enhancement:

Navigate to the ‘Pipeline Module.’
Then, click on the three dots present in the top right corner.
From the drop down select ‘Pipeline Settings.’

Then, within pipeline settings, click on notification settings.

A Preview of ‘Sample Email’ has now been added within all the notification settings.

Click on the sample email to preview the email.

The post How to manage Notification subscription appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Agent Usage Report

Nidhi mhendhiratta — Fri, 02 Dec 2022 09:37:39 +0000

A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed.

Use Case: Enables admin to monitor agent productivity and optimize workforce management.

To View the Enhancement:

Navigate to the Reports module.
Then, click on Agents Usage.

The report will list all agents with their activity for 1 day ago by default. You will find the information below:
Number of login sessions.
Total actions.
Total views.
Time Spent(in Mins).

You may search for an agent’s usage data through the search bar.
Filter out data for any time period using the drop-down.
Download the report into an Excel format.

The post Agent Usage Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.