contact 360 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accounts and contacts new architecture

InsuredMine — Mon, 05 Jun 2023 15:01:35 +0000

In this article, you will learn:

Release Date: June 5, 2023

This feature can be accessed by both Admin and Agent.

Overview

We have introduced an enhancement that automatically links Contacts and Accounts based on the selected Personal or Commercial account type. A contact can be associated with one or more accounts, and an account can contain multiple contacts, making it easier to manage related records. Additionally, Commercial Accounts include new fields such as DBA Name, No. of Employees, Gross Sales, and Payroll.

Use Case: This enhancement helps users efficiently organize and manage relationships between contacts and accounts. By automatically linking related records and supporting multiple account-contact associations, users can maintain accurate information while simplifying account management. The additional commercial account fields also enable users to capture important business details for commercial clients.

How to add a new contact?

Navigate to Contacts
Click on the Add New tab on the extreme top right.

A new tab will open to add a new contact
Select to mention if it is a personal account or commercial account
Fill in the details asked
Click to save.

A successful pop-up notification will arise, saying: contact saved.

Enhancement: Nickname field is added.

Navigate to the contact section
Click on view profile of the particular contact created.

Click on the view account 360
A tab will open with all the details related to the contact under account 360.

To add more contact to the same account:

Navigate to the contact section of the account 360 page of the particular contact you have created
Click on Add new (add contact)
A new tab will open where the details of the new contact to be filled.

On filling it up, a successful popup notification will arise saying: contact saved.

To edit the contact:

Click on the edit icon to edit the contact.

How to map a contact in the commercial account?

Navigate to contact
Click on add new.

Fill in the business name
Search and select the contact name with which it is to be mapped.
On selecting the contact, the business name will be mapped to the client.

A successful popup notification will arise, saying: contact saved.

Enhancement: March 2021

New fields added for Commercial Account- Enterprise

In Commercial accounts, four new fields have been incorporated- DBA name, No. of employees, Gross sales, and Payroll.

You can view the enhancement, while adding a new commercial account or if you edit any account and convert it from personal to commercial through account 360. In case if you edit any contact from the contact section, you will get to fill in these fields too.

Enhancement! July 2021

Business account sync change for email address, phone, address (AMS360/QQ/NC)

Whenever there will be an account sync with AMS, the business account details will also be synced.

The details that will sync will be of the primary contacts.

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Open tracking details in the deal card, account 360, or contact 360

InsuredMine — Tue, 02 May 2023 07:46:26 +0000

In this article, you will learn:

Whenever an email is sent through automation from a deal card, account 360, or contact 360 and is opened by the recipient, you will receive a tracking update that the recipient has opened the email.

How to view the open tracking in the deal card:

Navigate to the deal card for which you have set the automation.
In the tracking details section of the deal card, you will get the update once the email is opened by the recipient.

How to view the open tracking in contacts:

Navigate to Contacts
Click on the name to go to Contact 360.
Go to Events
Scroll down and click Emails as a filter (this is optional)
You will see it here:

For account 360 you can navigate to the accounts section. Click on the name and scroll down to view the contact 360. Select events to send an email. You can find the tracking details here too.

The post Open tracking details in the deal card, account 360, or contact 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Edit contact in work email contacts

Nidhi mhendhiratta — Fri, 27 Jan 2023 10:48:09 +0000

Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to view the changes in the work email.

Use Case-Easy to edit contact from Work email. Edit contact from contact or contact 360 changes will be reflected in Work Email, and changes will be reflected even when done vice versa.

Process-

Navigate to the Work email module.
Click on View Contacts.

Click on Edit.

Add details of the Contact and click on Update.

Note- The changes made here will be visible under Contact 360. The changes done to contact in Contact 360 will also be reflected here.

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