InsuredMine CRM | Optimize and Grow Your Insurance Agency


CSR filter in contact for HawkSoft

Description – The contacts\’ filters now include the CSR filter.  Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and

Inactive Deal Card Filter

You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager.  Note:

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Text Message (Inbox)

In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat

Generic filters