Contacts: Dashboard
Contacts widget is available under Agency dashboard: Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or
Home » Contacts
Contacts widget is available under Agency dashboard: Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or
Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. Contact by location widget
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
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
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
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The
You can upload a contact list in Contact directory as a CSV file with header sequence and name of your choice. As you can map
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