InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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

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.   

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

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?

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