Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
engagement
List- Engagement
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
Analytics on Workflow & Pipeline Automation
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
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
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
Dial pad- Ongoing call — Gather User Input via Keypad
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
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:
Add sender email through Settings for use in Engagement
Update – Senders List option has been added to the settings. You may add the sender’s email list for engagement from here. Use case –
Workflow automation analytics auto-email
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
Template Builder
In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and
Thanks.io Integration
In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to
Creating a list with female filter
A list can be created by just filtering out only your FEMALE clients. To create a list, follow the steps below. Go to Dashboard and then go to Clients by
