shortcut Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

ShortCuts for Quick Actions

InsuredMine — Mon, 08 Feb 2021 06:50:23 +0000

In this article, you will learn:

Now working on the InsuredMine portal has been made much easier! You can now perform your desired actions via shortcut keys.

To view the shortcut keys:

Navigate to the global add button on the top right side of the portal.

For Add contact: Shift+ c
For Add deal: Shift+ d
For Add task: Shift+ t
To Send Voice mail Drop: Shift+ v
For Add Activity: Shift+ a
For Add Policy: Shift+ p
To Send Email: Shift+ e
To Send Text: Shift+ m

Note: Shortcut key will not work when you are in Form Builder Module.

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