InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accessibility improvements made to Activity Reports

Update – Added Search, Download, and Save as report features under Activity reports

Use case – Easier to view, download, and share reports for analytics.

 

Process:

  • Navigate to Reports and click on the Activity Reports tab.

  • Now choose the agent
  • Use the Search bar to search for a contact

  • The Download button will send an email to the Login email address.

  • Click on the Download button to download the excel report

  • Click on Save Report and enter the report name. 

  • Click on Save, and the report will be available under the Saved Reports section.

 

 

 

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION