tracking account level Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 08:47:06 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico tracking account level Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Workflow Automation Tracking on Account Level https://www.insuredmine.com/knowledge-base/workflow-automation-tracking-on-account-level/ Sun, 18 Dec 2022 19:08:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22430 You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the account.  You will also get the option to track this workflow at the Account360 level.  You can also sort the workflows based on the following filters: Task, Email, Text, Voicemail […]

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You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the account. 

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You will also get the option to track this workflow at the Account360 level. 

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  • You can also sort the workflows based on the following filters: Task, Email, Text, Voicemail Drop, and Thanks.io
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The post Workflow Automation Tracking on Account Level appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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