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

Contacts Module

In this article, you will learn: Add Contacts Contacts Settings Contacts Automation Add tag and disposition in contact automation trigger Contacts Overview Add columns Apply

Email – Templates 101

In this article, you will learn: Accessing Email Template Edit Email Template Using Email Template Adding a template manually Adding a template using Template Builder

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