multiple file selection Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 13:15:52 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico multiple file selection Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360 https://www.insuredmine.com/knowledge-base/select-multiple-files-and-send-email-in-the-deal-card-contact360-and-account360/ Wed, 01 Mar 2023 09:18:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23041 Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and Account 360.    To view enhancement: Navigate to Pipelines Select a Deal Card Click on Files Select multiple files Click on Send File/s An email window will open Enter the […]

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Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and Account 360. 

 

To view enhancement:

  • Navigate to Pipelines

  • Select a Deal Card

  • Click on Files

  • Select multiple files

  • Click on Send File/s

  • An email window will open

  • Enter the email address and compose your message

  • Click Send 

The post Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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