InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline

Ringless voicemail

In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Full Contact

In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager