crm Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 12:30:38 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico crm Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Add & Delete Contact https://www.insuredmine.com/knowledge-base/edit-contact/ Sat, 30 Sep 2023 12:44:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3366 You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search or select the specific accounts that need to be updated Click on the three dots at the right end of the contact section. Either click on the delete icon to […]

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You can add or delete a contact from either – Accounts tab or Directory tab.

  • Account 360 – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact section.
    • Either click on the delete icon to delete the contact
    • Or click on the pencil icon to update contact information
  • Directory/ Contacts – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact row.
    • The top of the option is for editing the contact and the bottom option is to delete the contact.

TIPS: You can also add a contact by clicking on the “Add” icon at the top right side of the screen.

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