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contact
Unit and Suite no. for address fields
In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may
Ringless voicemail
In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
View each custom fields individually in the directory
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipeline Manager Lead Source is the primary source of
AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
Voice Calling
With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly
Bulk contact upload in Contacts
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
Clients Missing Details Charts: Dashboard
You can now make a list of missing personal details of clients like contact number, date of birth and email address for all category of
Add and upload contacts
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
