August released items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:02:46 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico August released items Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- August 2021 https://www.insuredmine.com/knowledge-base/release-notes-august-2021/ Mon, 09 Aug 2021 07:37:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12188 In this article, you will learn: 7th August Release 14th August Release 21st August Release ​ 28th August Release 7th August Release Integrations- How To Connect Your RingCentral Account With InsuredMine? Integrations- How To Use The RingCentral Calling Feature? 14th August Release​ Engagement- How to Edit List Name Pipelines (Settings)- Cancellation Pipeline Automation Pipelines (Retention […]

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In this article, you will learn:

7th August Release

  1. Integrations- How To Connect Your RingCentral Account With InsuredMine?

  2. Integrations- How To Use The RingCentral Calling Feature?

14th August Release​

  1. Engagement- How to Edit List Name

  2. Pipelines (Settings)- Cancellation Pipeline Automation

  3. Pipelines (Retention Pipeline)- Cancellation, Rewritten and Renewal stamping in Deal cards for renewal pipeline

  4. Pipelines (Reports)- Lead to Quote to Close Chart in Pipelines

  5. Sync with AMS- Manual and Automatic Sync for Contacts and Policies

21st August Release

 

  1. Reports & Contacts-Filter By Lead Source And Disposition In Contacts And Reports.

  2. Reports-Reports filter: Effective Date Range Filter in Book of Business and Created Date Range Filter in Personal Data Book

  3. Pipelines-Customized Plecto Leaderboard

  4. Account-New filters in Accounts filters- policy count, premium range and account type

  5. Pipelines-Map email and mobile to the account while adding commercial for new business and new contact

  6. Settings- Add Labels in the Mandatory Fields when adding a deal card

28th August Release

  1. Pipelines- Select multiple cards and assign agent

  2. Pipelines- % Change Data On Deal Card Details And Filter Range

  3. Engagement-Clone Email Campaign

  4. Engagement- Labor Day Template

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