InsuredMine CRM | Optimize and Grow Your Insurance Agency


Logs in Workflow Automation

Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any

Custom fields as automation Tag

Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact   Process:

Account Data in Create List Section

While creating a list from the engagement section, you can now access the account data too.    To view the enhancement: Navigate to Engagement Click

Text Template

In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text

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