communication Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 13:53:49 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico communication Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Forward Email from Deal Card and Contact360 https://www.insuredmine.com/knowledge-base/forward-email-from-deal-card-and-contact360/ Fri, 17 Mar 2023 14:46:06 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=15155 Now you can forward emails from the deal card and contact360 section. This enhancement will help you have an easy communication process.    To view the enhancement: Navigate to the deal card. Click on communication Click on 3 dots on the right side of the email. You will get the options to reply and forward. […]

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Now you can forward emails from the deal card and contact360 section. This enhancement will help you have an easy communication process. 

 

To view the enhancement:

  • Navigate to the deal card.

  • Click on communication

  • Click on 3 dots on the right side of the email.

  • You will get the options to reply and forward.

  • Click on forward to forward the email

  • A panel will open, where you need to fill in the details and send.
  • You will get the forward email option both in the communication section of deal cards and also in Contact360.

The post Forward Email from Deal Card and Contact360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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