Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
InsuredMine is SOC 2
Type II Certified
files
Organize Files into Folders in Contact360
Now you can create folders to store all your documents in Contact 360. To view the enhancement:Â Navigate to contact 360 of a contact. Click
Saved files uploaded in notes available under Files
Release Date: June 4, 2023 Overview If you save a file in the Notes section of a deal card, the attached file is also available
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
