InsuredMine CRM | Optimize and Grow Your Insurance Agency


Analytics in Task list 

Update – The Tasklist Analytics or task count will be shown in the List view  Use case – View analytics on tasks and obtain a


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

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

Generic filters

Most Search: Ams360Release Notes