Add and upload contacts

InsuredMine — Wed, 30 Aug 2023 11:50:47 +0000

In this article, you will learn:

To add a new client, prospect, or just a carrier contact you can leverage the Contacts navigation tab.

Contacts fall under five different categories, including Active customers, Inactive Customers, Prospects, Others, and Leads. These can be selected individually or all together from the individual tabs on the top of the screen.

To add multiple contacts, you can follow the steps below.

User Interface change in add and edit contact :
A smart new interface appears while adding and updating contacts. It provides for easy, single scroll functionality to view all fields categories in one screen. A seamless continuous display helps you work more efficiently ruling out the back and forth of jumping through multiple screens.

Login to your InsuredMine account, and then click on the Contacts from the navigation panel on the left-hand side. Then click on the tab and click on the Upload data button located on the top right-hand side to upload a CSV file with a list of new contacts to add.

2. If you want to add individual contacts, please see below:

Within the Contacts module, click on the Orange + Add New on the top to add a Contact

Add all the required details.

3. Click on the Save or Save and Add New button to add a new contact

Enhancement: March 2021

In the address section while adding contacts you can add Unit and Suite no. for address fields. To check the enhancement: Click here.

Enhancement: January 2021

All contacts filter in 2nd stage and onward in email campaigns

Now while setting up an email campaign from 2nd stage onwards you can even set the automation for all contacts ( total recipients as set in stage 1).

Use case: If you have set a promotional email in the 1st stage to ten prospects, and in the 2nd stage of the automation campaign, you want to send another promotional mail to all the contacts whom you have shared previously, you can do that.

To check the enhancement:

Navigate to engagement module
Click on create button in Email Campaign section
Click on add new stage(2nd stage) from left panel
Scroll down to the 2nd stage section, you will be able to set all contact filters. For this click on the drop down icon beside ‘who have’ section and select All.

Note: If the campaign is created under the live list then the contacts data will be dynamically calculated otherwise, the count of recipients will match with the stage 1 recipients’ list.

Enhancement: January 2021

Previously shared feature in tags

Navigate to global add button and click on Add Contact

A window will open to add a new contact.
Scroll down to Add Tags
Click on the edit icon
Select the agents with whom you want to share the tags with
Click on update
Search the tag that you recently shared.
You can find the previously shared tag beside the agent’s name with whom the Tag has already been shared.

The post Add and upload contacts appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Add label

InsuredMine — Sun, 18 Jun 2023 09:28:55 +0000

In this article, you will learn:

What are labels?

Labels are like tags that you can attach to your deals to organize them. You can create and customize labels based on your needs, such as categorizing deals by referral channels. This helps you keep track and identify the most valuable leads more accurately.

Use Case: Enhance your deal workflow with ease using Custom Labels, add, delete, and share labels within pipelines effortlessly.

To View the Enhancement:

How to add a label?

Click on the selected deal card to view the card details in a new tab then select ‘Add Labels’ in the General section of the deal card.

Select the deal card for which you want to view the details.

Within the deal card, click on the ‘+’ icon to add a Label.

Select a label you want to attach to the deal card.
Click ‘Save.’

You will then be able to view the labels you have selected, next to the selected deal card.

How to Edit a Label?

Navigate to the pipelines and select ‘Board Settings’ from the top right bar.

You will be redirected to a new page where you can edit, share, and delete the label.

How do I Create a New Label?

Navigate to the Pipelines Module.
Then, select Board settings.

Now, select ‘Labels’ from the board settings tab.

To create a new label:

By default, you will see some existing labels now to create one:

Select ‘Create a new Label.’

Select the name and color of your choice for the label.
Then, click ‘Create.’

You will then receive a notification as Success Label Created Successfully.

You can view the same ‘Label’ created within Labels.

Now How do I Add the Same Label to the Deal Card?

Select the deal card you want to view the details of.

Now, click on ‘Add label’ to add the label you have created.

A minimized window will appear from the right allowing you to choose the label you created.
Click on ‘Save.’

You can then view the label created right above the selected deal card.

Benefits of Labels:

If you want to know where a deal originated from, use labels. Labels are like tags that you can attach to a deal, indicating its source, priority, or other relevant details. Later, you can run a report to see a clear breakdown of where your leads originated and analyze the information easily.

Check out the ‘Deal Report By Labels’ in your Deal charts. It helps you see where and when you’re winning and losing based on the labels on your deal board.

How can I view the labels I have attached to the deal card?

You can view the labels appearing above the deal card; you will be able to see different colored stamps that represent each label.

You can also view the labels within the deal card by viewing its details.

Add Labels while marking a deal as Won/Lost

When you mark a quote as won or lost, you can select labels:

To select a label while marking a deal card as won or lost:

Navigate to Pipelines
Click a deal card that you want to mark as won/lost.
Click on won/lost from the top right.

A page will open with the quotes on the deal card.
Select the quote that you want to mark as won/lost
Select the label from the drop-down.
Click on submit.

The post Add label appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

previously shared Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add and upload contacts

In this article, you will learn:

All contacts filter in 2nd stage and onward in email campaigns

Previously shared feature in tags

Add label

In this article, you will learn:

What are labels?

How to add a label?

How to Edit a Label?

How do I Create a New Label?

Benefits of Labels:

How can I view the labels I have attached to the deal card?

Add Labels while marking a deal as Won/Lost

Share Labels in Pipelines