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

Contact details are displayed on the task detail page

Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process

Task & Reminder Analytics in Workflow Automation

For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. Task Analytics The

More Section- InsuredMine Agent Application

Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are

Deals, Files, Notes, Tasks in Account 360

Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact, it will be also reflected

Tasklist

In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach

Single Contact Drip

In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in

Create Tasks

You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.

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