InsuredMine CRM | Optimize and Grow Your Insurance Agency

Account Data in Create List Section

While creating a list from the engagement section, you can now access the account data too. 

 

To view the enhancement:

  • Navigate to Engagement

  • Click on Lists

  • Select the List Source

  • Check the box beside Include Accounts without Contacts.

  • Select other filters if required

  • Click on Apply

  • You can filter the list by selecting accounts or contacts.

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You can sort the list details based on Accounts or Contacts even in the list library.

 

To view the enhancement:

  • Navigate to Engagement

  • Click on Lists

  • Go to the List Library

  • Select the list

  • You will get the option to view the list based on Contacts or Accounts.

  • You can set your email campaign based on the Accounts list too.

 

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While creating a list from the engagement section, you can now access the account data too. 

 

To view the enhancement:

  • Navigate to Engagement

  • Click on Lists

  • Select the List Source

  • Check the box beside Include Accounts without Contacts.

  • Select other filters if required

  • Click on Apply

  • You can filter the list by selecting accounts or contacts.

/"/"

You can sort the list details based on Accounts or Contacts even in the list library.

 

To view the enhancement:

  • Navigate to Engagement

  • Click on Lists

  • Go to the List Library

  • Select the list

  • You will get the option to view the list based on Contacts or Accounts.

  • You can set your email campaign based on the Accounts list too.

 

/"/"

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