Mapping of phone Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 10:59:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Mapping of phone Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Mapping of email and mobile to the account while adding a commercial deal for new business and new contact https://www.insuredmine.com/knowledge-base/mapping-of-email-and-mobile-to-the-account-while-adding-a-commercial-deal-for-new-business-and-new-contact/ Fri, 12 May 2023 13:53:27 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12697 While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to the account. To view the enhancement: Navigate to Pipeline Click on Add Deal Select deal type as Commercial Add a new business name and new contact name Insert the email […]

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While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to the account.

To view the enhancement:

  • Navigate to Pipeline

  • Click on Add Deal

  • Select deal type as Commercial

  • Add a new business name and new contact name

  • Insert the email id and mobile number.

  • Fill in the other required details.

  • Click to save.

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  • A deal card will be created
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  • Click on the deal card to have an expanded view

  • Click to edit the business name

  • You will find the email and mobile is mapped to the account

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The post Mapping of email and mobile to the account while adding a commercial deal for new business and new contact appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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