InsuredMine CRM | Optimize and Grow Your Insurance Agency


Logs added to Account 360

In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the

Logs in Task

This enhancement is done for easy reference. Whenever you edit any task, all the edits will be logged under the activity section in the edit

Email – Templates 101

In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add

Generic filters

Most Search: Ams360Release Notes