report timing Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 10:51:25 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico report timing Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Customize Daily Reports Timing https://www.insuredmine.com/knowledge-base/customize-daily-reports-timing/ Sun, 28 May 2023 10:28:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=18328 Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report after they finish their business for the day to better analyze daily performance and keep track of agency sales. That is why we have provided you with the option to […]

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Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report after they finish their business for the day to better analyze daily performance and keep track of agency sales. That is why we have provided you with the option to select the time when you want to view the report. 

 

Note : Time is listed in CST only.

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To view the enhancement:

  • Navigate to Pipeline Manager

  • Click on 3 dots (action) and select settings

  • Click notification settings

  • Enable the daily/weekly/monthly recap notification

  • Click to select the daily report timing which is available in CST format.

  • Select the agents who will be receiving the report in the set time.

 

Note: After selecting the time, it is best to update the agent who will be receiving the reports.

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