InsuredMine CRM | Optimize and Grow Your Insurance Agency


My Task List: Dashbaord

My Task List widget is available under Activity Dashboard: Don’t let any task fall through the cracks! Manage all your tasks/todo in one place or

Task Templates

In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task


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