InsuredMine CRM | Optimize and Grow Your Insurance Agency

forms

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

Create Custom Forms

In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline

Form Builder

In this article, you will learn: Templates in Form Builder Actions that you can perform in the Form module Integrate customized forms on your agency website