InsuredMine CRM | Optimize and Grow Your Insurance Agency

form automation

X Date field in form automation

Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts    Process: 

New fields in Form Automation

In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now

Generic filters