InsuredMine CRM | Optimize and Grow Your Insurance Agency

Action icon – add Notes

How does add Notes action work inside a deal card?

Inside the deal card, the column on the right shows all of the actionable items.  Click on Note at the top of this section.

A Note screen will pop up.  Here you can enter any notes you want regarding this deal and save.

The Timeline (middle section) of the deal card screen shows all of the history for this deal.  You can click on the Notes tab and see all of the Notes you had written for this deal.

If you click on the All tab, you will see all of the Actions taken, including your Notes.

Enhancement: June 2020

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