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Deals, Files, Notes, Tasks in Account 360

Release Date: September 23, 2023 Overview We have introduced separate Tasks and Notes tabs in Account360. This enhancement provides better visibility into account-related activities by

Attach note added to Account to policy and contact.

Release Date: 6 October, 2023 Overview We have introduced an enhancement that allows users to map notes to related contacts, policies, and accounts while creating

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support@insuredmine.com
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+1 469 616 1821
(Business hours 9 AM – 5 PM)

Our Location

3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080

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(6)

How-tos
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Best Practices
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note

Deals, Files, Notes, Tasks in Account 360

Attach note added to Account to policy and contact.

Email

Phone

Our Location

Platform

Features

Resources

Modules(6)

How-tos(4)

Best Practices(4)

Release Notes(0)

note

Deals, Files, Notes, Tasks in Account 360

Attach note added to Account to policy and contact.

Email

Phone

Our Location

Platform

Features

Resources

Modules
(6)

How-tos
(4)

Best Practices
(4)

Release Notes
(0)