suspense Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 10 Oct 2023 10:09:49 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico suspense Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Task sync up from Insuredmine to HawkSoft as Suspense https://www.insuredmine.com/knowledge-base/task-sync-up-from-insuredmine-to-hawksoft-as-suspense/ Fri, 10 Feb 2023 11:40:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21117 Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs.   To view the enhancement:   Navigate to Contact360 Click on Add Task Fill in the details to add task and click on save Once the task is saved and synced, it will get updated […]

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Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs.

 

To view the enhancement:

 

  • Navigate to Contact360

  • Click on Add Task

  • Fill in the details to add task and click on save

  • Once the task is saved and synced, it will get updated in HawkSoft logs.

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The post Task sync up from Insuredmine to HawkSoft as Suspense appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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